Individuals looking for genuine guidance in Connecticut about their financial planning, investment management and retirement planning shall halt for a while and quickly go through this information. Fleurus Investment Advisory, LLC is one such fee only independent registered investment advisor (RIA) based in Fairfield, CT that provides the best and comprehensive financial planning, investment management and retirement planning. The company helps clients to grow, organize and protect their assets while serving them as a fiduciary. Like other and traditional financial advisors, Fleurus is different, as it does not earn any commission for providing suitable plans to the clients. You can get to know about the company in detail by visiting the website fleurus-ia.com.
All though there are other firms in the vicinity that deal in this business but Fleurus is one of kind known for its dedicated services that makes it one of the best financial planning and investment management companies Fairfield professional. The company was founded by Jeff de Valdivia to provide the best, unbiased and comprehensive financial planning as well as investment management services to clients, as he had more than 25 years of experience in US banking as well as investment management industry. Mr. de Valdivia is a native French speaker and the company serves clients nationally while focusing on particular and non-exclusive focus on French speaking community.
For financial planning the company has expertise in areas like retirement planning, pre-retirement preparedness evaluation, cash flow/debt evaluation, investment performance & risk evaluation, tax & insurance reviews and corporate financial planning. All those who are looking for reliable corporate financial advisor Fairfieldprofessional shall approach this company, as it has well trained professionals associated with it.
Once the company has completed financial plan and investment management services it focuses on three principles of investment process that includes clear definition of investment & performance objectives, focus on asset allocation and the reduction of on-going investment costs. If you still have any queries you can contact the company directly via phone call, as contact number is available online for the same and you shall get a quick response without any delay.
Fleurus Investment Advisory, LLC
Office Visits By Appointment
Fairfield, CT 06824