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Home > Financial Services > Stock Brokers > Olde Economie Financial Consultants, Ltd.
Olde Economie Financial Consultants, Ltd.
Olde Economie Financial Consultants, Ltd is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The company is a full-service financial consulting firm that offers you a window to a well-planned, secure financial future. They provide an integrated, seamless approach to meeting all of your financial, investment, insurance, tax planning and asset management needs. Whether your goal is to build assets, achieve financial independence or plan for passing your wealth to the next generation, they can outline a strategic plan according to your specific financial objectives.
As a Registered Investment Advisor with the Securities and Exchange Commission. The company not only identifies your needs and helps you evaluate the investments or services that fit your overall financial plan, but they can execute your instructions as well. When they meet you, they want to get a thorough understanding of your financial situation. They consider many variables your age; your spouse's age; your accumulated wealth; your anticipated income; the ages of your children; your short-term and long-term goals as they create a financial services and products package for you.
When necessary, their staff of talented professionals draws on a network of experienced, qualified accountants, attorneys, actuaries, Certified Financial Planners and other experts who work with us as a team to find solutions to complicated situations .The foundation of all the services they offer. They work with you to develop a sound, comprehensive financial plan, which clarifies your direction, goals, risk tolerance and needs. Elements of financial planning may include retirement, educational expense, investment and estate planning, as well as tax planning and consultation. Through asset allocation among investments and market moves, as well as by continuously monitoring your portfolios and market performance, we'll manage your investments to maintain safety and preserve principal.
As a broker/dealer, they have access to a variety of recognized investment vehicles and products rather than just one company's name brand or family of investments. They can help you identify and target the appropriate vehicles, funds or stocks for your needs and, as a discount broker, pass the savings on to you when you trade through us.
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