Victory Wealth Services

The team at Victory, works to help you: 1?? Align financial choices with your most important goals & deeply held values. 2?? Work to get your entire financial house in order. 3?? Gain the highest level of confidence – regardless of what happens in the markets or economy. VICTORY WEALTH SERVICES (VICTORY) is a state-registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk & are not guaranteed. VICTORY has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. VICTORY has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to https://victorywealth.com/firm-brochure/ for the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature & timing of the investments & relevant constraints of the investment. VICTORY has presented information in a fair & balanced manner. VICTORY is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. Although the firm does not charge a fee for attending a consultation/meeting, & said consultation/meeting offers the attendees educational information, by contacting us, you may be offered information regarding the purchase of insurance & investment products. Annuities & insurance products are provided by various insurance companies & offered through Victory Insurance & Financial Services, LLC., a licensed insurance agency, DBA Victory Wealth Services in AZ.

网站

https://victorywealth.com/

Victory Wealth Services的外部链接

所属行业

投资管理

规模

11-50 人

总部

Prescott，AZ

类型

私人持股

创立

2005

领域

Income Planning、Retirement Planning、Tax Planning、Investment Planning、Wealth Management、Healthcare Planning、Legacy Planning、Life Insurance、Long-Term Care、Investing、Annuities、College Savings Plans、Business Services和Private Client Services