Pacific Equity Partners™, Usa

Description

• Pacific Equity Partners brings together professionals from wealth management, retirement planning, estate planning and related financial disciplines to advise clients on all financial matters.This idea of comprehensive services is the result of our CEO Robert Finns 27-year experience in the financial industry, and specifically a response to the increasing complexity of financial markets.Working together means dedicating our combined experience to clients.For both our retail and institutional clients, we attempt to orchestrate results aligned to our clients time horizon, risk tolerance and life goals. As a result of our interactions with our clients, we attempt to understand their needs, desires and requests so that we may give them investment recommendations that are in line with what they wish for and their level of risk tolerance. Every recommendation, whether investment or insurance, is made in full awareness of the implications for our clients whole financial well-being and life-plan.With each partner at Pacific Equity Partners contributing their specific expertise, we attempt to achieve superior results than the isolated services of a single broker. And that holds true of both our retail and institutional financial services.Securities and advisory services offered through World Equity Group, Inc., member FINRA/SIPC. World Equity Group, Inc. and Pacific Equity partners are separately owned and operated. World Equity Group, Inc. does not provide tax advice.
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  Headquarters:101 California Street Suite 1525, San Francisco, California, United States

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  Phone Number: +1 415-749-9431

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  Website: https://www.pepsecurities.com

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  Employees:1

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  Revenue:$0 - 1M

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  Legal Name:Pacific Equity Partners™, Usa

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• |  NAICS Code: 523930  |

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