Parallel Financial

As an independent financial services firm with an unwavering commitment to our clients success, we use innovative and creative thinking to find opportunities for our clients. Offering no ties or financial interests in any products we propose, we can tap into a world of financial possibilities unique to our clients financial goals. In the last ten years, weve helped over 300 families gain confidence and clarity regarding their money. Guiding investments through an intelligent, disciplined approach while fiercely protecting interests and transparency, we strive to help our clients feel confident in their financial future. We pride ourselves at Parallel Financial...

Investment management,retirement planning,estate planning,business transition planning,risk management,strategic credit offerings,asset based credit lines,real estate lending,college planning,financial planning,public investments,private investments,private equity,tax mitigation,deferred compensation strategy,key insurance,and life insurance

Parallel financial operates in the Financial services industry.

Parallel financial's revenue is 11m - 100m

Parallel financial has 11 - 50 employees.