Grand Central Investment Group, LLC

Grand Central Investment Group, LLC is a new partnership built from the foundation of Cooper Capital Management's forty-two year history serving the financial needs of individuals and families in the Tampa Bay area. We believe in merging tradition with innovation in order to deliver a superior client experience through unique and customized strategies based on the specific needs of each individual we work with. There is never a "standard solution" for anyone's personal or financial goals and we fully support the ever-changing needs of our clients by understanding where they are now, where they would like to be and how we can get them there. Grand Central Investment Group Where do you want to go? Our Experience -Over 100 years of combined industry experience in Personal Asset Management, Corporate Asset Management, Financial Planning & Accounting, Business Succession Planning and Retirement Planning & Administration -Team member certifications: Certified Financial Analyst, Certified Public Accountant, MBA, CIMA, Series 65 and all compliance registration and fulfillment -Team members have a combined experience managing assets in excess of $300M including both personal and corporate asset management -Completely customized client service model delivering a superior client experience for over forty years

网站

https://www.grandcentralgroup.com

Grand Central Investment Group, LLC的外部链接

所属行业

金融服务

规模

2-10 人

总部

Tampa，Florida

类型

合营企业

创立

2015

领域

Financial Planning & Asset Management、Tax Planning & Services、Legacy Creation & Preservation和Corporate Asset Management