The Strategic Wealth Advisor, LLC.

The Strategic Wealth Advisor, LLC.

金融服务

Boca Raton,Florida 32 位关注者

Spend it Now, Spend it Later, Spend it Never??

关于我们

The Strategic Wealth Advisor? LLC, founded by Nancy J. Hite, CFP?AIF?CWS?ChFC CLU RFC offers forthright and honest financial advice and coaching to help her clients prepare and enjoy the next chapter of their lives with increased financial stability. Longevity has increased dramatically to where it is not unusual to live to age 99. Therefore, the Retirement of the 20th Century has become a Mirage and we need to think differently. Most people will not retire in the way their parents or grandparents did at age 62 or 65. Everything we do we believe in challenging the status quo. We believe in thinking differently. The way we challenge the status quo is by providing strategies simple to understand, effective, and user-friendly along with an insight into your financial life. Disclosure: Investment Adviser Representative of & securities and investment advisory services offered through Osaic Wealth, Inc.Member FINRA, SIPC, and an SEC Registered Investment Adviser. The Strategic Wealth Advisor LLC is independent of Osaic Wealth Inc. The Strategic Wealth Advisor? 1200 N. Federal Highway Suite 300 Boca Raton · FL 33432 · USA 561-997-8800 Non-Securities products and services are not offered through Osaic Wealth Inc. The Strategic Wealth Advisor? LLC is not affiliated with Osaic Wealth Inc.. Any political opinions expressed are for general information only and are not necessarily the opinion of Osaic Wealth Inc.. It is not intended to provide specific advice or recommendations for any individual. Any information contained in this communication is produced for general informational purposes. It does not constitute a research report and it is not a research recommendation.Osaic Wealth, Inc. does not have a research department and does not publish research reports. We are registered to sell Securities and insurance in the following states: FL, MA, MD, NJ, NY, PA, and VA. Check the background of this investment professional on FINRA's BrokerCheck. www.finra.org www.sipc.com

网站
https://thestrategicwealthadvisor.com
所属行业
金融服务
规模
2-10 人
总部
Boca Raton,Florida
类型
自有
创立
1985
领域
Investment Advising、Long-Term Care Life Insurace、Wealth Management、Business Planning Services、401(k) Plans、income planning、Life Insurance和Retirement

地点

  • 主要

    1200 North Federal Highway Suite 200

    US,Florida,Boca Raton,33432

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