We’re excited to welcome David Block, EA, CTC, CFP? as US Financial Planners’ newest team member. Representing the US Financial Planners brand, David will provide comprehensive wealth management services within the Tri-State Area, including New York, New Jersey and Connecticut. David brings a wealth of fresh perspectives and innovative ideas that are sure to enrich US Financial Planners’ client services. A tax and wealth strategist, David has been working in the financial services industry since 1985, providing expert accounting, tax, investment, financial planning and business consulting services to hundreds of individuals and small businesses. As an Enrolled Agent (EA), he has extensive experience helping high-net-worth individuals and organizations navigate complex tax issues and develop efficient wealth management strategies. US Financial Planners is a designated Super OSJ with Innovation Partners. Welcome to #USFinancialPlanners David! #WealthManagement #FinancialPlanning #FinancialAdvisorCareers
关于我们
Financial advisors partner with US Financial Planners for the support needed to create unlimited income for themselves (and clients). We guide you through the “right moves” to build client loyalty and a big book of business that you own, using our 100+ years of collective financial services experience. Our advisors receive an inclusive practice operations toolkit, enabling you to provide seamless wealth management services to high-net-worth individuals and organizations. UNIQUE OPPORTUNITY → → Join our growing US Financial Planners community and be the go-to advisor in your neighborhood. Secure your branded territory today. Get in early for expanded territories. Schedule an appointment now with David Hensley, calendly.com/david-apn MORE ABOUT US FINANCIAL PLANNERS US Financial Planners is a national network of financial advisors. We provide advisors advanced wealth management, operations, marketing and technology tools needed to win business and serve wealthy clients. Available in all 50 states, our advisors choose their business model, including RIA, broker-dealer or hybrid. Many advisors operate their own branded practice, while others operate under the US Financial Planners brand. YOUR BACKGROUND Meeting your needs at any advisor career stage. Whether you’re fresh out of college, changing careers or an experienced advisor, US Financial Planners provides the practice management tools to help you operate a thriving financial practice — from solo practitioner to multi-person advisory firm. Simply tell us what you want, and we’ll provide the back-office support, coaching, training and entrepreneurial fine-tuning to get you where you want to be financially, all while living your desired lifestyle and enjoying your clientele. ↗ ↗ Build a profitable practice and secure your US Financial Planners territory now! ↗ ↗ Contact David Hensley 828.231.2415 [email protected] USFinancialPlanners.com. Schedule an appointment: calendly.com/david-apn
- 网站
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https://www.usfinancialplanners.com/
US Financial Planners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Asheville,NC
- 类型
- 合营企业
地点
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主要
900 Hendersonville Road
STE 201A
US,NC,Asheville,28803
US Financial Planners员工
动态
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We’re proud to be named one of the LinkedIn Top Companies in Canada once again ??! Join us in celebrating the hard work of our colleagues which makes recognition like this possible. #TDProud #LinkedInTopCompanies?
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