First Landing Financial

We serve as 401k Consulting Specialists and Private Wealth Management Advisors for business owners, executives, and retirees of companies located throughout the Mid Atlantic region of the country. Our primary mission is twofold: (1) To establish policies, procedures and documentation for those who serve as Plan Fiduciaries in order to assist in the fulfillment of their responsibilities, while seeking to minimize the inherent liabilities and (2) to assist individuals and families in managing and growing their investment assets, as well as helping them build a successful financial plan to address their retirement, estate, and succession planning objectives. We accomplish all of the above by adhering to a strictly defined process. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC First Landing Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: https://raymondjames.com/smicd.htm

网站

https://www.firstlandingfinancial.com

First Landing Financial的外部链接

所属行业

金融服务

规模

2-10 人

总部

Virginia Beach，VA

类型

私人持股

领域

Wealth Management、Retirement Plan Consulting和Investments