Tree Of Life Wealth Advisory Group?

After dedicating over a decade to clients at a Wall St.-based firm in New York City, Olga Espiritu, CFP? founded Tree of Life Wealth Advisory Group to bring confidence, compassion and competence to the profession. Our firm is passionate about not turning anyone away and helping individuals from all walks of life reach their potential as they aim for their financial goals and most anticipated life milestones. We specialize in Retirement Planning, Planning for a Growing Family, Investment Guidance & Management, College Planning, Legacy Planning & Tax Saving Strategies. Our Advisors are currently licensed/registered in the following states: New York, Florida, New Jersey, Colorado, Connecticut, Delaware, Georgia, Massachusetts, North Carolina, Pennsylvania, Texas, Washington ? Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC . ? Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. ? The financial professionals associated with Tree of Life Wealth Advisory Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

网站

https://www.treeoflifewealth.com

Tree Of Life Wealth Advisory Group?的外部链接

所属行业

投资管理

规模

2-10 人

总部

Weston，Florida

类型

私人持股

创立

2018

领域

Financial Planning、Retirement Planning、Investment Management、Insurance Planning、Estate Planning、Tax Planning和College Planning