Are you passionate about delivering exceptional client experiences? Join our dynamic team at MJP Wealth Advisors and work closely with our advisors to make a real impact on clients' lives. Think you're a great fit? Apply today. #hiring #jobopportunity #clientserviceassociate #wealthmanagement #RIA #customerservice
关于我们
Founded in 1981, MJP Wealth Advisors provides comprehensive wealth management services and investment solutions to individuals, families, and businesses. As a Registered Investment Advisor (RIA), we are fiduciaries and always act in our clients' best interests. Our customized financial plans include traditional, bespoke, and alternative investment strategies to help our clients protect existing wealth and enjoy future growth. Investment advisory and insurance services offered through MJP Associates, Inc. dba MJP Wealth Advisors, a Registered Investment Advisor. Securities offered through Arete Wealth Management, LLC, Member FINRA & SIPC.
- 网站
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https://www.mjpwealthadvisors.com
MJP Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Westport，Connecticut
- 类型
- 私人持股
- 创立
- 1981
- 领域
- Wealth Management、Investment Services、Financial Planning、Retirement Plan Consulting、Insurance、Estate Planning、Retirement Planning、Alternative Investments、Education Planning、Employer-Sponsored Retirement Plans和Life-Cycle Planning
地点
MJP Wealth Advisors员工
动态
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What does the recent election mean for investors in 2025? Brian Vendig, CPA, AIF, CIO of MJP Wealth Advisors shares how he'll be contending with the implications of the incoming administration's fiscal policy. Below, watch Brian unpack tax efficient investing, direct indexing, and the importance of munis with our head of RIA audience development, Arielle Shternfeld at #SchwabIMPACT. #CitywireRIA Citywire USA Reagan Darrah Amelia Holland
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We are truly honored to be recognized as one of the leading RIA firms in the nation on the prestigious Forbes SHOOK Research Top RIA Firms 2024 List! This recognition is a testament to the dedication and expertise of our incredible team, who work consistently to support our clients and make a meaningful impact in their lives. We are profoundly grateful to our clients for their ongoing trust and partnership, as it is their confidence in us that fuels our drive to deliver exceptional, client-centered service. Thank you for allowing us to be a part of your journey toward financial success! #Forbes #SHOOK #topRIA #topadvisor #wealthadvisor #financialadvisor #wealthmanagement #mjpwealthadvisors