Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Tvetormir began his investment career in April, 2014 as a trader with Trade2Grow. He has a professional sales career as an Insurance agent.
Juni Vahid is a professional Forex trader since 2010. He's trading currency pairs, metals, crude oil and some indexes. He is more long term trader and using strictly different risk management strategies.
XM sets high standards to its services because quality is just as decisive for us as for our clients. We believe that versatile financial services require versatility in thinking and a unified policy of business principles.
Our mission is to keep pace with global market demands and approach our clients’ investment goals with an open mind.
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