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Southeast Investment & Planning Solutions

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somos una consultora enfocada en soluciones integrales de planificación e inversión a instituciones financieras, family offices, estudios legales y asesores de latino américa. a través de southeast, los asesores financieros y legales pueden brindar soluciones de protección, planificación e inversión para sus clientes. combinadas con el conocimiento de un equipo multidisciplinario de especialistas y un nuevo servicio financiero holístico, logrando la más alta calidad de gestión patrimonial. a través de un buen conocimiento de nuestros clientes, de su situación y necesidades, generamos vínculos de confianza sólidos y perdurables, basados en la confidencialidad y ética profesional. sentimos el más alto compromiso con nuestros socios estratégicos como con nuestros clientes finales. apuntamos a generar un equipo de trabajo que lleve a cabo las mejores propuestas para nuestros clientes.

Headquarters:
Montevideo, Uruguay
Industry:
Financial Services
Founded:
-
Employees:
-
Annual Revenue:
-

Type: Private
Ticker: -
Seguros PrivadosEstructuración PatrimonialProyectos De InversiónGestión De Activos

Frequently asked questions about Southeast Investment & Planning Solutions

Let us help answer the most common questions you might have.

Where is Southeast Investment & Planning Solutions located?

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Southeast Investment & Planning Solutions' headquarters is located at Montevideo, Uruguay

What industry does Southeast Investment & Planning Solutions belong to?

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Southeast Investment & Planning Solutions is in the industry of: Financial Services

What are Southeast Investment & Planning Solutions' social media links?

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Southeast Investment & Planning Solutions 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.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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