Clients looking for a company in Fairfield, CT that provides financial planning, investment management and retirement planning services to help them grow shall halt for a while and go through this information. Fleurus Investment Advisory, LLC is one of the renowned, fee-only independent registered investment advisor (RIA)companies located in Fairfield, CT that shall meet the expectations completely. The company is exceptionally known for its comprehensive retirement planning, investment management, financial planning and other services that help clients to grow, organize and protect their assets. The best and worth mentioning feature about this company is that it does not earn any kind of commission and it serves the clients as a fiduciary. To know more about this company and the services it offers you can have a glance through the website fleurus-ai.com.
The company was founded by Jeff de Valdivia, CFA, CFPto provide unbiased and comprehensive financial planning as well as investment management services to the clients. Jeff has more than 25 years of experience in US banking and investment management industry. It is worth mentioning that Jeff de Valdivia was awarded Chartered Financial Analyst designation in the year 2000 and Certified Financial Planner designation in the year 2014. He received MBA degree from University of Wisconsin in Finance and International Business as well
The company is majorly known for its experience, integrity and dedication for providing financial planning and investment management services. The company gets support from Financial Planning Association that provides support for professional development and practice managementto CFPs and other financial planning professionals.
The financial planning service offered by the company helps to improve overall financial status across retirement, insurance, investments, tax and estate planning issues. The investment management service helps the clients to identify the return objectives. Client interest is priority for the company and therefore it provides the services accordingly.
Still having queries or looking for guidance? Feel free to contact the company directly, as contact number and email address is mentioned on the website for the same. You shall get a quick response to all your questions for sure without any delay.
Compeny name:- Fleurus Investment Advisory, LLC
Add:- Office Visits By Appointment, Fairfield, CT 06824
Email:- [email protected]