FIF would like to thank Fidelity Capital Markets and LeveL Markets for co-sponsoring FIFs first ever Boston event on September 2nd. There was a great turnout from more than 30 different firms. Both panels were thought provoking and created a great back-and-forth discussion with the audience. Thank you to all our moderators and panelists for your time and expertise. Please find some pictures from the event on the LinkedIn post here.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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