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Invessent
investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship. areas of expertise: open-architecture, independent, cost-sensitive and multi-custodian platforms that support investment advisory solutions whether working with business owners, high-net-worth individuals or retirees seeking to engage with a fee-only fiduciary committed to acting in each client’s best interest. our value-driven approach is predicated on a 360-degree perspective on each client and/or engagement. areas of expertise: ◉ wealth management ◉ succession planning ◉ eldercare planning ◉ investment advisory services ◉ retirement planning ◉ retirement accounts ◉ 401(k) | sep ◉ estate planning ◉ buy-sell agreements ◉ corporate stock options ◉ effective tax strategies ◉ business planning
Frequently asked questions about Invessent
Let us help answer the most common questions you might have.
Where is Invessent located?
Invessent's headquarters is located at Rochester, New York, United States, 14614
What is Invessent's official website?
Invessent's official website is invessent.com
How many employees does Invessent have?
Invessent has 0 employees
What industry does Invessent belong to?
Invessent is in the industry of: Financial Services
What are Invessent's social media links?
Invessent Linkedin page
Distrobird — Free Sales Engagement Platform
Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.
Create a sequence — it's free
