Financial Modeling Solutions, Llc
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- We provide investment advisory services to individuals and small business 401k plans.We build portfolios whose risk levels correspond to their profile. Then we monitor, extremely carefully.The basic model portfolio is built of index funds and ETFs. We look for cost- and tax- efficiency.As a CFA and in an RIA context, I have a direct fiduciary duty to my client.
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Headquarters:746 Whitney Rd W , Fairport, New York, United States
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Phone Number: +1 585-377-6111
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Website: https://www.financialfms.com
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Employees:0
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Revenue:
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Legal Name:Financial Modeling Solutions, Llc
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Financial Modeling Solutions, Llc's Social Media
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| NAICS Code: 523110 |
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Frequently Asked Questions regarding Financial Modeling Solutions, Llc
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Where are Financial Modeling Solutions, Llc's Headquarters?
Financial Modeling Solutions, Llc's Headquarters are in 746 Whitney Rd W ,Fairport,New York,United States
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What is Financial Modeling Solutions, Llc's phone number?
Financial Modeling Solutions, Llc's phone number is +1 585-377-6111
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What is Financial Modeling Solutions, Llc's official website?
Financial Modeling Solutions, Llc's official website is https://www.financialfms.com
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What is Financial Modeling Solutions, Llc's NAICS code?
Financial Modeling Solutions, Llc's NAICS code is 523110
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What is Financial Modeling Solutions, Llc's Industry?
Financial Modeling Solutions, Llc is in the industry of Financial Services
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Who is Financial Modeling Solutions, Llc's Director Of Operations?
Financial Modeling Solutions, Llc's Director Of Operations is Jake