Review Ken Fortini, CFP, First Vice President / Investments - Stifel In plymouth, massachusetts, united-states | Finance In Plymouth
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Ken Fortini, CFP, First Vice President / Investments - Stifel
18 Main Street Extension, Suite 303
Plymouth,
Massachusetts,United-states - 02360
Detailed description is Stifel is a full-service wealth management and investment banking firm, established in 1890 and based in St.
Louis, Missouri.
A goal without a plan is just a wish.
Throughout my career as a financial advisor, I’ve helped individual investors and their families (www.kenfortini.com/Are-You-an-Individual-Investor.18.htm) plan for the future by building balanced portfolios designed for their specific financial goals and adjusting their investment strategies as the market shifts or their life circumstances change.
I believe that investment planning is an ongoing process.
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I specialize in working with people who are experiencing major life events such as job loss, job change, marriage, divorce, or financial windfalls such as an inheritance.
These situations can be stressful and require careful guidance, and I can assist you in making smart decisions with your money.
I also help businesses large and small establish and maintain corporate retirement plans (www.kenfortini.com/Are-You-Responsible-for-Your-Companys-Retirement-Plan.7.htm) in accordance with today’s raidly changing legal and regulatory landscape.
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About 10 years ago, I changed my business model from one that was commission-based to one that is fee-based.
Why? I believe knowing what you will pay for my services before we work together makes for a better relationship.
When I am helping my clients to plan for their future, it is a distraction to not know how much it will cost.
Every one of my clients has a unique set of circumstances, goals, and way of looking at risk.
They get as much of my time as they need to get on and stay on the path toward their goals.
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Stifel Financial Corp.
and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law.
Stifel Financial Corp.
is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.
Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems.
The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel.
Stifel is not responsible for content posted by third parties.
Statements and messages are for U.S.
residents only and are subject to the following terms:www.stifel.com/disclosures.
Established in the recent years Ken Fortini, CFP, First Vice President / Investments - Stifel in plymouth , massachusetts in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
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The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
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This has helped them build up a loyal customer base.
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As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
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The establishment has flexible working timings for the employees and has good hygene maintained at all times.
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