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Strategy Planejamento Financeiro

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somos uma empresa de planejamento financeiro pessoal/familiar especializada em atender casais. dentro do planejamento financeiro, você terá acesso aos seguintes itens: - análise comportamental; - análise e elaboração de plano para orçamento mensal; - planejamento para projetos de vida; - planejamento de aposentadoria; - elaboração da política de investimentos; - auxílio na seleção de ativos do portfólio; - planejamento tributário; - análise das necessidades de coberturas de seguros; - suporte completo na execução do plano; - reuniões mensais de acompanhamento; - monitoramento contínuo e revisões; - temas abrangentes.

Headquarters:
Guarulhos, Sao Paulo, Brazil
Industry:
Individual & Family Services
Founded:
2021
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
Brazil 1
Atendimento Para CasaisPlanejamento FinanceiroOrganização Financeira

Frequently asked questions about Strategy Planejamento Financeiro

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Where is Strategy Planejamento Financeiro located?

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Strategy Planejamento Financeiro's headquarters is located at Guarulhos, Sao Paulo, Brazil

How many employees does Strategy Planejamento Financeiro have?

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Strategy Planejamento Financeiro has 1 employee

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Strategy Planejamento Financeiro is in the industry of: Individual & Family Services

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Distro — 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.


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Calling Distro 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 Distro 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 Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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