At Affluent Wealth Management, we focus on financial planning for small businesses and individuals. Our team specializes in preserving assets, estate planning, legacy planning, business succession, qualified and non-qualified retirement benefits for small to medium sized businesses, Long-term care, life insurance, rollover IRA's and 401k's, Medicare and Medicaid. With more than 20 years' experience our team will provide an unparalleled experience.
Investment Advisory Services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company.
Company Details
- Employees
- 3
- Founded
- 2021
- Address
- 1 Main St, Ft. Lauderdale,fl 33064,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Ft. Lauderdale.
- HQ
- Ft. Lauderdale, Fl
Affluent Wealth Management Inc. Questions
Affluent Wealth Management Inc.'s website is http://www.affluentwealthmanagement.com
Affluent Wealth Management Inc.'s LinkedIn profile is https://www.linkedin.com/company/affluent-wealth-management-inc
Affluent Wealth Management Inc. has
3 employees.
View email and phone details for 3
employees at Affluent Wealth Management Inc..
Affluent Wealth Management Inc.'s industry is
Financial Services
Affluent Wealth Management Inc.'s top competitors are
Affluent Financial Services,
Affluent Financial Planning Ltd,
Blue Fysh Llc,
Capricorn Financial Consultancy,
Cater Allen Private Bank,
Gachichio Insurance Brokers Ltd,
Capco Wealth Managers,
Summit Planners Pinnacle,
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Affluent Wealth Group.
Affluent Wealth Management Inc.'s categories are Financial Services
Affluent Wealth Management Inc.'s founding year is 2021
