Fi3 Financial Advisors, LLC

Senior Financial Planner

INDIANAPOLIS, INPosted 25 days ago

Job summary

Company overview

Fi3 Financial Advisors, LLC is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. They generate revenue through client fees for services such as retirement planning, estate planning, tax strategies, and portfolio management. Founded with a commitment to personalized service and fiduciary responsibility, Fi3 Financial Advisors has established a reputation for tailoring financial solutions to meet the unique needs of their clients. The firm emphasizes a client-centric approach, ensuring that financial strategies align with the client's long-term goals and risk tolerance. Understanding their history of client dedication and expertise in financial planning can be beneficial for candidates seeking to join their team.

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