Boardwalk Financial Strategies LLC

United States · 5 Employees
Boardwalk Financial Strategies delivers a unique combination of wealth management services for families, individuals, and business owners with $1+ million in investable assets. Through integrated financial planning, conflict?free advice, and high?touch service, Boardwalk simplifies the complex and provides peace of mind. Boardwalk Financial Strategies was founded in 2012 by Michael Rodenbaugh. Mike realized there was a real need for individuals with $1+ million of assets to have access to quality advice and investments with no conflicts of interest, a transparent fee arrangement, and no sales pressure. As a Registered Investment Adviser (RIA), Boardwalk Financial Strategies is held to a fiduciary standard of care which requires us to act in the best interest of our clients at all times. The firm is free from the conflicts of interest that plague the industry and that might incent an investment adviser—consciously or unconsciously—to render advice that is not in the best interest of clients. Boardwalk Financial Strategies delivers comprehensive financial planning services and institutional quality investment strategies with a highly personal touch. Backed by the depth of knowledge gained from years of experience working with wealthy individuals and the pursuit of highly regarded financial certifications, the firm stands ready to make a positive impact on your life. We will work with you to build your path towards financial success. "I am committed to helping my clients reach their financial and lifestyle goals, and I am passionate about the educational component of wealth management. I want my clients to understand exactly what is going on in their financial world, and to be comfortable and confident that the decisions we are making are leading them to reach their goals." -Mike Rodenbaugh

概述

国家 United States
成立时间 2012
总部 3215 Golf Road, Suite 111, Delafield, WI 53018, US
电话号码 +1 262-423-7552
网站 http://www.boardwalk-fs.com
LinkedIn http://www.linkedin.com/company/boardwalk-financial-strategies-llc
Twitter
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员工数 5
行业 financial services,
简介 (262) 423-7552 - Independent and transparent, Boardwalk Financial Strategies delivers fiduciary wealth management and financial planning services to families, individuals, and business in Wisconsin.

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常见问题

Boardwalk Financial Strategies LLC 在哪里?

Boardwalk Financial Strategies LLC 的总部位于 3215 Golf Road, Suite 111, Delafield, WI 53018, US

Boardwalk Financial Strategies LLC 的电话号码是多少?

Boardwalk Financial Strategies LLC 的电话号码是 +1 262-423-7552

Boardwalk Financial Strategies LLC 的官方网站是什么?

Boardwalk Financial Strategies LLC 的公司官方网站是 http://www.boardwalk-fs.com

Boardwalk Financial Strategies LLC 是做什么的?

(262) 423-7552 - Independent and transparent, Boardwalk Financial Strategies delivers fiduciary wealth management and financial planning services to families, individuals, and business in Wisconsin.

Boardwalk Financial Strategies LLC 的业务有哪些?

Boardwalk Financial Strategies LLC 的年收入是多少?

Boardwalk Financial Strategies LLC 的收入是 0美元

Boardwalk Financial Strategies LLC 有多少员工?

Boardwalk Financial Strategies LLC 有 5 名员工

Boardwalk Financial Strategies LLC 属于哪个行业?

Boardwalk Financial Strategies LLC 从事以下行业: financial services

Boardwalk Financial Strategies LLC 使用什么技术?

Boardwalk Financial Strategies LLC 使用的一些流行技术包括: Google Cloud Hosting,Google Font API,Google Maps,Google Maps (Non Paid Users),Google Tag Manager,Mobile Friendly,Nginx,WordPress.org

如何联系 Boardwalk Financial Strategies LLC?

Boardwalk Financial Strategies LLC 联系信息: 电话号码:+1 262-423-7552, 网站:http://www.boardwalk-fs.com, 邮箱:mik***@***.com

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