Canopy Asset Management - Financial Services
31522 Saint Simons Island, United States
Canopy Asset Management - Financial Services Company Information
General information
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
We specialize in working with clients and their tax and legal advisors to determine and pursue their retirement and estate planning objectives. Our clients seek investments that provide a growing level of income and principal.* By taking a long-term view and establishing deep and valued relationships, we are able to provide comprehensive planning advice you can trust.
-More than 46 years combined service providing financial advice and wealth management services.
-Designations include CERTIFIED FINANCIAL PLANNER™.
-Extensive experience assisting high-net-worth clients with investment and estate planning issues.
-Client base includes sophisticated long-term investors who value the comprehensive planning approach we bring to the relationship.
*There is no assurance the investments objectives will be met. Investing is subject to risk including possible loss of principal.
*Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Independent Financial Partners a registered investment advisor and seperate entity from LPL Financial.
www.FINRA.org
www.SIPC.org
123 Marina Dr Saint Simons Island
- Opening hours
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Monday:08:30 - 17:00Tuesday:08:30 - 17:00Wednesday:08:30 - 17:00Thursday:08:30 - 17:00Friday:08:30 - 17:00
- Parking
- The company has a parking lot.
- Phone number
- +1912-268-2601
- Linki
- Social Accounts
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- Keywords
- consultant, financial planner, financial consultant
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