Client Focused Advisors - Our firm helps our clients to achieve their goals of enjoying a secure retirement, leaving a legacy, and providing a college education for children or grandchildren. We work with businesses to optimize health insurance and retirement plans. Additionally, we help clients protect themselves, their families and their businesses against the risk of a premature death, a long-term disability, or a long-term care need with various insurance products. ▶▶If you’re interested in learning how I can help you preserve wealth, minimize risk, and provide the appropriate strategies for your financial future please email contactus@clientfa.com. Our Team ➜ www.clientfocusedadvisors.com What does Client Focused Advisors offer? Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, ETF's, annuities, REIT's, life insurance, disability insurance, health insurance, long term care, 401(k)'s, corporate benefits, stock option planning, and budgeting. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
View Top Employees from Client Focused AdvisorsWebsite | http://www.clientfocusedadvisors.com |
Revenue | $654000 |
Employees | 6 (6 on RocketReach) |
Founded | 2013 |
Address | 2799 NW 2nd Ave Suite 105, Boca Raton, Florida 33431, US |
Phone | (212) 573-5564 |
Fax | (212) 867-9152 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 36 Million |
Keywords | Life Insurance |
Competitors | American Business, Chestnut Investment Group Inc, Flynn Financial Partners, Ltd., Hafner Financial Group, Wealth Management Group, LLC. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Client Focused Advisors employee's phone or email?
The Client Focused Advisors annual revenue was $654000 in 2024.
6 people are employed at Client Focused Advisors.
Client Focused Advisors is based in Boca Raton, Florida.
The NAICS codes for Client Focused Advisors are [52, 5239, 52393, 523].
The SIC codes for Client Focused Advisors are [628, 62].