Profectus insurance & investments

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评论 11
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评论 11
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A
9 几个月前

I had a very positive experience with Profectus in...

I had a very positive experience with Profectus insurance & investments. Their team was responsive, efficient, and helped me find suitable insurance and investment options. I'm extremely satisfied with their service!

C
10 几个月前

Profectus insurance & investments offers top-notch...

Profectus insurance & investments offers top-notch service! Their agents are knowledgeable, responsive, and provide a wide range of insurance and investment options. I'm very impressed with their offerings.

L
11 几个月前

The service provided by Profectus insurance & inve...

The service provided by Profectus insurance & investments was exceptional. They went above and beyond to ensure I had the right insurance and investment plans in place. Highly recommended!

J
11 几个月前

I had a great experience with my insurance and inv...

I had a great experience with my insurance and investment consultant. They were very professional and helped me understand all the available options without any pressure. Highly recommended!

S
1年以前

Profectus insurance & investments was incredibly h...

Profectus insurance & investments was incredibly helpful in finding the right insurance and investment solutions for my needs. Their agents were knowledgeable, patient, and took the time to explain everything to me. I can't recommend them enough!

A
1年以前

I recently used this company for my insurance and ...

I recently used this company for my insurance and investment needs. The service was top-notch and the options they presented were well-suited to my requirements. I would definitely use them again.

T
1年以前

I found the team at Profectus insurance & investme...

I found the team at Profectus insurance & investments to be very professional and helpful. They made the insurance and investment process easy to understand and provided excellent guidance. Great company to work with!

关于Profectus insurance & investments

Profectus Insurance & Investments:您的一站式金融解决方案

Profectus Insurance & Investments 是一家提供全方位服务的金融公司,提供广泛的投资服务和员工福利计划。我们经验丰富的专业团队致力于提供个性化的解决方案,帮助我们的客户实现他们的财务目标。

在 Profectus,我们了解每个客户都有独特的需求和目标。这就是为什么在制定适合客户具体情况的定制策略之前,我们会花时间仔细倾听客户的担忧和目标。

我们的投资服务

我们提供全面的投资服务,旨在帮助我们的客户积累财富、保护资产并实现长期财务安全。我们的投资服务包括:

1. 退休规划:我们通过考虑客户当前的财务状况、未来目标、风险承受能力和其他因素制定个性化策略,帮助他们规划退休。

2. 财富管理:我们提供定制的财富管理解决方案,旨在帮助我们的客户长期增长和保全他们的资产。

3. 遗产规划:我们与客户的律师和税务顾问合作制定遗产规划,以尽量减少税收、保护资产免受债权人侵害、确保财富顺利转移给继承人或受益人。

4. 教育规划:我们通过推荐合适的储蓄工具,如529计划或Coverdell教育储蓄账户(ESAs),协助家长规划孩子的教育费用。

5. 税收筹划:我们提供税收筹划建议,旨在最大限度地减少税收,同时最大限度地提高投资的税后回报。

6. 风险管理:我们提供人寿保险、伤残保险、长期护理保险等保险产品,旨在防范可能破坏您的财务计划的意外事件。

我们的员工福利计划

除了为个人和家庭提供投资服务外,我们还为各种规模的企业提供员工福利计划。我们的员工福利计划包括:

1) 团体健康保险
2) 团体人寿保险
3) 团体伤残保险
4) 退休计划(401k、SEP、SIMPLE)
5) 高管福利(递延补偿、拆分美元计划)

我们的员工福利专家团队与企业主和人力资源经理密切合作,设计既满足员工需求又不超出预算的福利计划。

为什么选择 Profectus Insurance & Investments?

1. 经验:我们的金融专业团队拥有数十年的行业经验,致力于为每个客户的独特情况提供量身定制的个性化解决方案。

2. 定制解决方案:在制定旨在帮助客户实现其财务目标的定制策略之前,我们会花时间仔细倾听客户的担忧和目标。

3. 综合服务:我们提供范围广泛的投资服务和员工福利计划,旨在满足客户的多样化需求。

4. 有竞争力的费用:我们相信透明的定价,并为我们的服务提供有竞争力的费用。

5. 卓越的客户服务:我们的团队致力于在流程的每个阶段提供卓越的客户服务,从最初的咨询到持续的支持。

立即联系我们!

如果您正在寻找可以帮助您实现长期财务目标的一站式财务解决方案,Profectus Insurance & Investments 就是您的最佳选择。联系我们获取免费咨询!

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Profectus insurance & investments

Profectus insurance & investments

4.1