Cove Financial

At Cove Financial, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. We provide a variety of services including Financial Planning, Wealth Management, Retirement Income Planning, Estate Planning Strategies, Charitable Giving Strategies, Protection Planning (through life and disability insurance) & Legacy Planning. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Cove Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: https://bit.ly/2f98X9d AGE 4748996 (05/2022)(05/2026) CA Insurance License # 4239068

网站

https://www.cove.financial

Cove Financial的外部链接

所属行业

金融服务

规模

2-10 人

总部

Boca Raton，Florida

类型

合营企业

创立

2015

领域

Financial Planning、 Investment Services、 Wealth Management Strategies、 Wealth Preservation Strategies、 Retirement Planning Strategies、 Tax-efficient Investing Strategies、 Income Strategies、 Long-Term Care Planning Strategies、Risk Management、Pension Distribution Planning、 Estate Planning Conservation、 Tax-deferred Investment Planning、Insurance Planning和Succession Planning