Warsaw Capital Partners

Warsaw Capital Partners is an independent financial planning and insurance firm that delivers a select financial experience to a referral-only clientele. Together with his elite partners, Jeffrey Warsaw and his team bring hundreds of combined years of industry experience knowledge, and resources to their clients. After years of working with several renowned institutions, Jeffrey founded Warsaw Capital Partners to focus on serving a select number of clients. By working on a nearly 100% referral basis, he can enable the relationship and trust his clients thoroughly enjoy. His firm has exclusive access and continues to maintain and grow relationships with mentors and experts who provide information and services most are not privy to. Based in Troy, Michigan, he and his firm serve clients locally, as well as nationally. While Jeffrey serves a diverse range of people, many of his clients want to ensure the wealth they’ve worked hard over the course of a successful career to build will work hard for them during retirement. He understands that his clients have an ideal retirement lifestyle in mind and seek professional guidance and advice on how to achieve their goals. Jeffrey’s personalized process helps him develop plans for clients that are focused on their priorities and tailored to their goals. From the first meeting, he takes the time to learn about a client’s hopes, dreams, and concerns. From there, he analyzes their financial data and uses advanced technology to develop solutions that make sense for each client. And as an independent advisor, he will never charge a hidden fee nor recommend a product or service that he doesn’t 100% believe is in a client’s financial best interest.

网站

https://www.warsawcapitalpartners.com

Warsaw Capital Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Troy，Michigan

类型

自有

领域

Financial Planning、Investing、Wealth Management和Retirement Planning