Brunette & Associates LLC

United States · 25 Employees
Brunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years' experience in the field, we have continued to build and grow our business by partnering with our clients. At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management. Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser. www.finra.org www.sipc.org

概述

国家 United States
成立时间 2002
总部 500 E Ohio Street, Suite 200, Indianapolis, IN 46204, US
电话号码 +1(317) 238-6582
网站 http://www.brunetteandassociates.com
LinkedIn http://www.linkedin.com/company/brunette-&-associates-llc
Twitter
Facebook https://www.facebook.com/brunetteandassociates
员工数 25
行业 financial services,
简介 Brunette & Associates LLC is an independent wealth management firm located in downtown Indianapolis that specializes in a holistic approach to financial planning. With a combined total of eighty years' experience in the field, we have continued to build and grow our business by partnering with our clients. At Brunette & Associates, we work to help implement the simplest solutions like opening a college savings fund for your children, to more complex issues like tax-sensitive investments and distributions, retirement projections, and estate planning. We feel our long-term relationships are a direct result of our proactive approach to service and financial planning. Through our Consolidated Wealth Management Group, we are able to provide our clients with a regular report on their entire portfolio, along with personalized recommendations that follow our strategic approach to wealth management. Securities offered through First Allied Securites, Inc., A registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. A registered Investment Adviser. www.finra.org www.sipc.org

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常见问题

Brunette & Associates LLC 在哪里?

Brunette & Associates LLC 的总部位于 500 E Ohio Street, Suite 200, Indianapolis, IN 46204, US

Brunette & Associates LLC 的电话号码是多少?

Brunette & Associates LLC 的电话号码是 +1(317) 238-6582

Brunette & Associates LLC 的官方网站是什么?

Brunette & Associates LLC 的公司官方网站是 http://www.brunetteandassociates.com

Brunette & Associates LLC 是做什么的?

Brunette & Associates LLC 的业务有哪些?

financial planning,insurance,portfolio advisory management,retirement planning,estate planning,wealth management,education planning,business planning

Brunette & Associates LLC 的年收入是多少?

Brunette & Associates LLC 的收入是 7000000美元

Brunette & Associates LLC 有多少员工?

Brunette & Associates LLC 有 25 名员工

Brunette & Associates LLC 属于哪个行业?

Brunette & Associates LLC 从事以下行业: financial services

Brunette & Associates LLC 使用什么技术?

Brunette & Associates LLC 使用的一些流行技术包括: AddThis,Amazon AWS,Bootstrap Framework,CloudFlare Hosting,DNS Made Easy,Google Analytics,Google Font API,Google Tag Manager,Microsoft Office 365,Mobile Friendly,Outlook

如何联系 Brunette & Associates LLC?

Brunette & Associates LLC 联系信息: 电话号码:+1(317) 238-6582， 网站:http://www.brunetteandassociates.com， 邮箱：bre***@***.com

Brunette & Associates LLC 的社交媒体链接是什么?

Brunette & Associates LLC 领英：http://www.linkedin.com/company/brunette-&-associates-llc,fackbook：https://www.facebook.com/brunetteandassociates,twitte:

Brunette & Associates LLC 是一家上市公司吗?

不是

Brunette & Associates LLC 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Brunette & Associates LLC?

Brunette & Associates LLC 有 0 家投资者,包括 。

管理层

Brenda Ramsey

Partner

David Harsh

Partner

Nick Estey

Wealth Manager

Dan Brunette

Partner

Jon Taylor

Partner @ Brunette & Associates.

员工

Jerry Romjue

Financial Advisor

Joe Hudson

Financial Advisor

Stephanie Moles

Investment Operations

Dan Meier

Retirement Plan Consultant

Susan Alws

Registered Sales Assistant

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