Company Email Format Management

URS Advisory

Investment Management 2247 Palm Beach Lakes Blvd 4 employees

Employees: 4
Contacts: 2
Emails: 2
Phones: 1

ursadvisory.com LinkedIn

URS Advisory Overview

Headquarters: 2247 Palm Beach Lakes Blvd
Website: ursadvisory.com
Industry: Investment Management
Employees: 4
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Retirement Planning Investment Management For-Fee Planning Income Planning Fiduciary

About URS Advisory

URS Advisory is an independent wealth management firm that specializes in comprehensive retirement planning for individuals, families and local businesses with offices in West Palm Beach and Stuart, Florida. Disclosure: Industry regulations prohibit endorsements or testimonials for URS Advisory LLC dba URS Advisory or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services offered through URS Advisory LLC dba URS Advisory a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, URS Advisory and URS Insurance are affiliated companies.

URS Advisory Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 1; 50.0% coverage

URS Advisory Org Chart

Sample employees and titles

Name	Title	Location	Contact
Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc	Financial Planner, Urs Advisory	West Palm Beach, Florida, United States	Email Phone
Roger Rodriguez	Client Relationship Manager at Urs Advisory	West Palm Beach, Florida, United States	Email