Maxwell Financial Firm, LLC.
金融服务
Wilmington，Delaware 98 位关注者
Private Investing: family-style equity and client management in public and private markets.
关于我们
At Maxwell Financial Firm, we believe in a holistic approach to wealth management, encompassing investment planning, risk management, tax optimization, and estate planning. Our game plan is simple: invest in long-term stocks, bonds, and treasuries; utilize data science and research to navigate the options markets; and implement other investment tools and strategies through Bloomberg Terminal. By taking the time to understand your individual needs and aspirations, we develop a customized investment plan designed to help you achieve long-term success. Please note, Since we work on a private-family basis our clientele are by invitation from a current clients only.
- 网站
-
Www.maxwellfinancial.org
Maxwell Financial Firm, LLC.的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Wilmington，Delaware
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Financial Services、Student Loan Debt、Consulting、Consolidation和Customer Satisfaction
地点
-
主要
获取路线
Rodney Sq
US，Delaware，Wilmington
Maxwell Financial Firm, LLC.员工
-
Alvin Eburuoh
Manager, Pricing Analytics at American Express
-
Jordan Maxwell
Angel Investor: Better World Fragrance House. University of Pennsylvania JD/MBA Candidate.
-
John Mohen
Financial Research Analyst at Maxwell Financial Firm, LLC.
-
Brannon McHugh
Student at West Chester University of Pennsylvania, Board Of Directors at Maxwell Financial Firm LLC