评论 10
过滤器:
评分
语言
种类:
最近的
W
6 几个月前

I have recently started working with Park Piedmont...

I have recently started working with Park Piedmont Advisors LLC and I am very impressed with their services. Their team is knowledgeable and approachable. They have given me valuable advice that has helped me make informed financial decisions. I am happy to have them as my financial advisors.

P
6 几个月前

I recently started working with a financial adviso...

I recently started working with a financial advisory firm and I chose Park Piedmont Advisors LLC. I am very satisfied with their services. They provide insightful guidance and have helped me make strategic financial decisions. Highly recommended.

L
8 几个月前

I have had a great experience working with Park Pi...

I have had a great experience working with Park Piedmont Advisors LLC. They are highly professional and knowledgeable. Their investment advice has been excellent and they have helped me achieve my financial goals. I highly recommend them.

K
8 几个月前

I recently consulted with a financial advisor and ...

I recently consulted with a financial advisor and Park Piedmont Advisors LLC was recommended to me. I am extremely satisfied with their services. They have a deep understanding of financial markets and have helped me make informed investment decisions. I would definitely recommend them to others.

P
1年以前

I have been a client of Park Piedmont Advisors LLC...

I have been a client of Park Piedmont Advisors LLC for several years now and I can only say positive things about them. Their investment strategies are top-notch and they have helped me achieve great returns. I highly recommend their services to anyone looking for financial advice.

S
1年以前

👌 Park Piedmont Advisors LLC has been my trusted f...

👌 Park Piedmont Advisors LLC has been my trusted financial advisor for years. Their team is highly professional and their financial advice has been excellent. They have helped me navigate through various market fluctuations and achieve my financial goals. Highly recommended.

L
1年以前

I recently hired Park Piedmont Advisors LLC and I ...

I recently hired Park Piedmont Advisors LLC and I must say that their services have exceeded my expectations. They have provided me with excellent financial advice and their expertise has helped me make informed investment decisions. I highly recommend their services.

K
1年以前

Park Piedmont Advisors LLC is 👍. Their team is fri...

Park Piedmont Advisors LLC is 👍. Their team is friendly and professional. They have provided me with excellent financial advice tailored to my needs and goals. Their expertise and guidance have been invaluable. I appreciate their attention to detail and prompt responses.

A
1年以前

I'm extremely satisfied with the services provided...

I'm extremely satisfied with the services provided by Park Piedmont Advisors LLC. Their team is highly professional and their financial advice has been excellent. They have helped me achieve my financial goals effectively. I highly recommend their services.

关于Park piedmont advisors llc

Park Piedmont Advisors LLC:一家以客户为中心的财务规划公司

Park Piedmont Advisors (PPA) 是一家独立的多代家族企业,30 多年来一直为客户提供财务规划和投资管理服务。公司致力于与客户建立长期关系,帮助他们实现财务目标。

在 PPA,重点是客户。公司经验丰富的顾问团队采用整体方法进行财务规划,同时考虑到每个客户的独特情况和目标。无论是退休规划、遗产规划还是投资管理,PPA 都与客户密切合作,开发满足他们需求的定制解决方案。

PPA 的主要优势之一是其独立性。作为一家独立公司,PPA 与任何特定产品或服务没有任何关系。这意味着公司可以仅根据对每个客户最有利的方式提供公正的意见和建议。

PPA 的另一个优势是它的多代方法。 PPA 拥有一支包括年轻和年长顾问的团队,可以针对不同世代面临的财务规划问题提供独特的视角。这使公司能够提供全面的解决方案,不仅考虑到当前的需求,还考虑到未来的需求。

PPA 提供范围广泛的服务,旨在帮助客户实现其财务目标。这些包括:

- 投资管理:PPA 提供根据每个客户的风险承受能力和目标量身定制的投资组合。
- 退休规划:公司通过制定储蓄和投资策略帮助客户规划退休。
- 遗产规划:PPA 协助客户制定遗产规划,确保他们的资产按照他们的意愿分配。
- 税务规划:该公司通过谨慎的税务规划策略帮助客户最大限度地减少税收。
- 保险分析:PPA 审查客户持有的保单,以确定承保范围内的差距或可以降低成本的领域。

除了这些核心服务外,PPA 还提供专业服务,例如大学规划、慈善捐赠和企业继任规划。

PPA 的顾问团队经验丰富,知识渊博。公司创始人 John Osbon 在金融行业拥有超过 40 年的经验,是该领域公认的专家。团队的其他成员拥有金融、会计和法律方面的高级学位和证书。

PPA 致力于为客户提供卓越的服务。该公司的顾问可以访问并响应客户的需求。 PPA 还使用最先进的技术为客户提供有关其投资和财务计划的最新信息。

总之,Park Piedmont Advisors LLC 是一家以客户为中心的财务规划公司,可根据每个客户的需求提供量身定制的解决方案。凭借其独立性、多代方法和经验丰富的顾问团队,PPA 有能力帮助客户实现其财务目标。无论是退休规划还是投资管理,PPA 都具备提供全面解决方案的专业知识,以满足每个客户的独特情况。

已翻译
Park piedmont advisors llc

Park piedmont advisors llc

4