Paxton Financial Services is an independent financial planning firm that delivers access to institutional-level investments for high-net-worth clients
Our financial planning approach requires a custom tailored strategy to best manage retirement goals, as well as estate and succession planning. Being independent today is extremely important as we can truly tailor our portfolios to achieve our client’s goals versus putting the square peg in a round hole or one size fits all mantra. Our holistic approach is designed to preserve wealth with flexibility, accessibility, by getting access to institutional investments which are correlated and non-correlated.
Our team, headed by William LaPiana, develops customized, diversified portfolios with a specialty in institutional alternative investments that are accessible to the accredited retail client with a boutique level of customized service
We also offer:
401(k) Pension/Profit Sharing Plans
-Opportunity Zone investments
-1031 property exchanges
-Insurance & annuity products
-Private Placements
Traditional investments
In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year.
Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Road, Davenport, IA 52807. (563) 326-2064. Paxton Financial Services and Ausdal Financial Partners, Inc. are independently owned and operated.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 475 Park Ave South,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- paxtonfs.com
- Keywords
- | LinkedIn.
- HQ
- New York, New York
Paxton Financial Services Questions
Paxton Financial Services's website is paxtonfs.com
Paxton Financial Services's LinkedIn profile is https://www.linkedin.com/company/paxton-financial-services
Paxton Financial Services has
6 employees.
View email and phone details for 6
employees at Paxton Financial Services.
Paxton Financial Services's industry is
Financial Services
Paxton Financial Services's top competitors are
Briggs & Riley,
Home For Our Troops,
Hubb Nyc,
Westwood Holdings Group, Inc.,
Winholt Equipment Group,
Paxton,
1oak Group,
Cr3 Markets,
Integrated Medical Professionals, Pllc,
Cibc Private Wealth Us.
Paxton Financial Services's categories are Financial Services
Paxton Financial Services's founding year is 2009
