Question 1

What is the company's mission?

Accepted Answer

F.I.G. Financial Advisory Services, Inc. was founded on the belief that financial planning is an ongoing process, constantly evolving based on each individual client's current and long-term needs. The company's mission is to provide unbiased and independent wealth management services to a discerning clientele and establish lifelong relationships.

Question 2

What are the firm's credentials and qualifications?

Accepted Answer

F.I.G. Financial Advisory Services, Inc. is an independent, fee-based firm with credentialed investors. The firm's advisors hold the Certified Financial Planner (CFP®) designation, as well as other relevant credentials such as the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

Question 3

What services does the firm offer?

Accepted Answer

F.I.G. Financial Advisory Services, Inc. offers a range of wealth management services, including financial planning, investment management, and ongoing advisory services. The firm's goal is to craft bespoke financial blueprints for each individual client based on their current and long-term needs.

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