Firenze Wealth Management

Founding Owners, Carrie Mullins and Sara Tanner developed their vision for Firenze Wealth Management on a trip to the birthplace of the Renaissance, Florence, Italy. The concepts of combining math, art, science, literature and physical health provided the backdrop of creating an entirely independent and holistic financial services firm. At Firenze Wealth Management our core values are evident in the work we have done throughout our combined almost 90 years of experience. Our commitment to our clients is to provide honest, thoughtful care that will stand as the cornerstone to their financial growth and security. It is our objective to be the premier financial services firm providing holistic solutions to help navigate and thrive today and in the future. If you wish to contact us for business reasons, please use the following email address: [email protected]. We cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Firenze Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

网站

https://www.firenzewealth.com

Firenze Wealth Management的外部链接

所属行业

金融服务

规模

11-50 人

总部

Tigard，Oregon

类型

私人持股

创立

2019

领域

Financial Planning、Risk Management、Investment Management、Retirement Planning、Retirement Distribution和Retirement Rollovers