Savvy Advisors - Prestiq Wealth Partners

Savvy Advisors - Prestiq Wealth Partners company information, Employees & Contact Information

I believe in creating financial plans tailored to my clients' needs, covering all aspects of their financial well-being, and ensuring sufficient liquidity. My expertise lies in assisting clients in preparing for life milestones such as retirement. I also specialize in collaborating with executives on restricted stock and stock options. How can I help? Investment Management Explore a range of investment choices, including traditional equities, alternative investments, and fixed income. Financial Planning & Analysis Personalized and holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management. Retirement Planning Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial goals, no matter their background or starting point. Reach me at (917) 590-0552 or at louis.green@savvyadvisors.com for a consultation. Prestiq Wealth Partners is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Louis Green are offered through Savvy. Prestiq Wealth Partners is an independent marketing brand name used by Louis Green for advertising and marketing purposes only. Prestiq Wealth Partners and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

Company Details

Employees
1
Founded
-
Address
New York, Ny 10003, Us
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
New York, NY
Looking for a particular Savvy Advisors - Prestiq Wealth Partners employee's phone or email?

Savvy Advisors - Prestiq Wealth Partners Questions

Companies like Savvy Advisors - Prestiq Wealth Partners

Top Savvy Advisors - Prestiq Wealth Partners Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant