Question 1

What services does the company provide?

Accepted Answer

The company provides financial consulting, insurance, investment, and estate planning services to individuals, families, and business owners. They aim to help clients protect and manage their wealth through prudent and innovative financial strategies.

Question 2

How does the company work with its clients?

Accepted Answer

The company places emphasis on educating clients on areas that could use improvement and optimizing risk protection strategies, while alleviating their financial concerns. They create vested interests in seeing their clients succeed.

Question 3

What is the company's approach to financial management?

Accepted Answer

The company's team of financial professionals take a collaborative approach, working closely with clients to understand their unique needs and goals. They incorporate prudent and innovative financial strategies to help clients protect and manage their wealth.

Question 4

How can clients verify the background of the company's investment professionals?

Accepted Answer

Clients can check the background of the company's investment professionals by accessing the FINRA BrokerCheck website, which provides information on their registration, disciplinary history, and other relevant details.

Swapan Munshi, Principal - Council Financial And Insurance Services

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About Swapan Munshi, Principal - Council Financial And Insurance Services

Frequently Asked Questions about Swapan Munshi, Principal - Council Financial And Insurance Services

What services does the company provide?

How does the company work with its clients?

What is the company's approach to financial management?

How can clients verify the background of the company's investment professionals?

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