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Fleurus Investment Advisory

Finance · Connecticut, United States · <25 Employees

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About

Headquarters

779 High St, Fairfield, Connecticut, 06824, Uni...

Phone Number

(203) 919-4980

Revenue

<$5 Million

Industry

Investment Banking Finance

Who is Fleurus Investment Advisory

Fleurus Investment Advisory, LLC is a fee-only independent registered investment advisor (RIA) based in Weston, CT, providing personalized and professional Financial Planning and Investment Management Services in a conflict-free environment. They focus on comprehensive financial planning, retirement planning, and investment management to help clients organize, grow, and protect their assets, serving clients nationally with a particular emphasis on the community as a fiduciary. Their services include financial planning with recommendations on investments, retirement, tax, insurance, and estate planning, and investment management tailored to clients' return objectives and risk tolerance.Explore more
Fleurus Investment Advisory's Social MediaPopular SearchesFleurus Investment Advisory LLCDanthuin, BernardInvestment Advisory LLCJeff de ValdiviaRoger, MarcSIC Code 62,628NAICS Code 52,523Show more

Fleurus Investment Advisory Org Chart

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Jeff de Valdivia

Investment Advisor & Founder

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Fleurus Investment Adviso...

<$5M
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Fleurus Investment Advisory Employee Growth Rate

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Fleurus Investment Advisory Tech Stack

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Frequently Asked Questions Regarding Fleurus Investment Advisory

Where is Fleurus Investment Advisory located?
Fleurus Investment Advisory's headquarters are located at 779 High St, Fairfield, Connecticut, 06824, United States
What is Fleurus Investment Advisory's phone number?
Fleurus Investment Advisory's phone number is (203) 919-4980
What is Fleurus Investment Advisory's official website?
Fleurus Investment Advisory's official website is www.fleurus-ia.com
What is Fleurus Investment Advisory's Revenue?
Fleurus Investment Advisory's revenue is <$5 Million
What is Fleurus Investment Advisory's SIC code?
Fleurus Investment Advisory's SIC: 62,628
What is Fleurus Investment Advisory's NAICS code?
Fleurus Investment Advisory's NAICS: 52,523
How many employees does Fleurus Investment Advisory have?
Fleurus Investment Advisory has <25 employees
What industry does Fleurus Investment Advisory belong to?
Fleurus Investment Advisory is in the industry of: Investment Banking, Finance
What is Fleurus Investment Advisory competition?
Fleurus Investment Advisory top competitors include: Rall Capital Management, Trinity Wealth Management, Olympic Financial Advisors, Sherwood Investment Services
What technology does Fleurus Investment Advisory use?
Some of the popular technologies that Fleurus Investment Advisory uses are: WooCommerce, WordPress.org, PHP, Yoast SEO
How do I contact Fleurus Investment Advisory?
Fleurus Investment Advisory contact info: Phone number: (203) 919-4980 Website: www.fleurus-ia.com
What does Fleurus Investment Advisory do?

Fleurus Investment Advisory, LLC is a fee-only independent registered investment advisor (RIA) based in Weston, CT, providing personalized and professional Financial Planning and Investment Management Services in a conflict-free environment. They focus on comprehensive financial planning, retirement planning, and investment management to help clien... ts organize, grow, and protect their assets, serving clients nationally with a particular emphasis on the community as a fiduciary. Their services include financial planning with recommendations on investments, retirement, tax, insurance, and estate planning, and investment management tailored to clients' return objectives and risk tolerance.Read More

What are Fleurus Investment Advisory social media links?
Fleurus Investment Advisory Linkedin page Fleurus Investment Advisory Twitter page Fleurus Investment Advisory Facebook page
Is Fleurus Investment Advisory a public company?
Fleurus Investment Advisory is private company therefore does not currently have an official ticker symbol
See more information about Fleurus Investment Advisory

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