电子邮件 | dcr***@***.com | 获取Email |
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电子邮件 | dcr***@***.com | 获取Email |
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THE INDEPENDENT FINANCIAL GROUP is an independent practice financial consultancy and a Registered Investment Advisor established in 1991. IFG provides retirement planning and wealth management services to private clients concerned with securing the future for themselves and their families. The IFG name doesn't refer to a group of people organized to sell products; instead it refers to what IFG does for the client. IFG acts as your personal professional navigator and shopper in the financial marketplace, helping you assemble your own independent team of financial service providers and molding them into a seamless organization working for you. This approach gives the client control. Rather than being caught in a 'bundled' solution, this approach allows the client maximum flexibility. This is the approach that allows the client to replace any team member, including IFG, without disturbing the rest of the organization. It is the clients' independent financial group, not IFG's. IFG utilizes state-of-the art technology to custom-tailor planning, management, reporting, due-diligence, custodial, and analytical functions from independent service providers into a seamless client solution. Founding Principal Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® (CFP ®), an ACCREDITED INVESTMENT FIDUCIARY® (AIF®), and is licensed for insurance as an independent agent under California license #0C00742.
公司 | The Independent Financial Group |
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职位 | Investment Advisor |
地点 | United States |
http://www.linkedin.com/in/dean-crouthamel-b5377574 | |
部门 | master_finance |
头衔 | Advisory Representative at The Independent Financial Group, LLC |
The Independent Financial Group Investment Advisor
2017-05-01 -
Independent Financial Group, LLC Advisory Representative
2017-05-01 -
Lincoln Financial Group Registered Representative
1988-07-01 - 2017-05-01
Investment Consultant
1980-07-01 -
Dean Crouthamel 在 The Independent Financial Group 担任 Advisory Representative at The Independent Financial Group, LLC
Dean Crouthamel 在 The Independent Financial Group 的职位是 Advisory Representative at The Independent Financial Group, LLC
Dean Crouthamel 的电子邮件地址是 dcr***@***.com
Dean Crouthamel 的电话号码是 -
Dean Crouthamel 的公司电话号码是 +180****
Dean Crouthamel 在 financial services 工作。
Dean Crouthamel 的一些同事包括Jim CfpDean Crouthamel、。
Dean Crouthamel联系方式: 电子邮件地址:dcr***@***.com 电话号码:-
Dean Crouthamel 的个人领英是:http://www.linkedin.com/in/dean-crouthamel-b5377574
Dean Crouthamel 的办公地点:2655 First Street, Suite 250, Simi Valley, CA 93065, US
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