Financial Edge LLC 5224 Paylor Lane Category: Estate Planning
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Company representatives
Phone: (941) 907-2203
Email: zib.cllef@evad
Magalie Szabo, VP
Phone: (941) 907-2203
Email: zib.cllef@eigam
Dave Szabo, Operations Manager
About Financial Edge LLC
Wealth Management Firm specializing in High Net-Worth Individuals and Business Owners.
We pride ourselves on offering a personlized one-on-one service to assist our clients with wealth conservation, income and estate tax mitigation, and corporate tax savings. Our account holders are considered a part of the team and we work together in this fashion to find the best solutions available to meet their family needs.
Products and Services
- Wealth Management
- Investment Planning
- Tax Planning
Business categories
- Financial Planning Consultants
- Tax Sheltered Investments
Location Type
Headquarters
Employees
2 to 4
Years In Business
21
Additional information
At Financial Edge we uphold strong family values to build the best relationships possible to better serve you, therefore, we extend a complimentary second opinion out to you and your family.
Rating
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