Since Monic Financial Group's inception, the firm has been committed to pursuing a vision of making financial prosperity affordable for people of all backgrounds - starting with the simple goal of helping our clients achieve their financial goals.
Managing clients' finances can be a complex and daunting process, and whether clients are planning to buy their first home or prepare for retirement, Monic Financial Group's team of experienced financial advisors works with clients to develop a long-term plan that works for them.
自 Monic Financial Group 成立以来,该公司一直致力于追求让各种背景的人都能负担得起金融繁荣的愿景——从帮助我们的客户实现其财务目标的简单目标开始。
管理客户的财务可能是一个复杂而艰巨的过程,无论客户是计划购买他们的第一套房子还是为退休做准备,Monic Financial Group 的经验丰富的财务顾问团队都会与客户一起制定适合他们的长期计划。
Service and produces:
Private Equity、Exempt Market、Diversification、Insurance、Investment、Finance、Estate Planning、Tax Strategies、Financial Planning、Retirement Planning、Career and Planning.
服务和产品:
私募股权,免税市场,多元化,保险,投资,金融,遗产规划,税收策略,财务规划,退休规划,职业和规划。