
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+5
The world of finance can be complicated. Thats why we leverage our expertise and training for a client-centric wealth management. We focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows us to create a customized wealth strategy aligned with your short- and long term objectives. By building a lasting, personal relationship with you, were able to help you anticipate needs and plan for the future. Important Disclosures: Securities offered through LPL Financial, Member FINRA/SIPC. InVestra Financial Services is another business name of Independent Advisor...
Financial planning,investing,fiducary,retirement planning,executive compensation,financial plans,leveraging an experts advice,tax planning strategies,legacy planning,and empowering women
Investra operates in the Financial services industry.
Investra's revenue is 11m - 100m
Investra has 11 - 50 employees.
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