Verdi Wealth Planning

Description

• We have been helping individuals, families, and institutions reach their financial goals for almost 30 years. Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation.Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener.When you work with Verdi Wealth Planning, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship.Please follow us on Facebook: https://www.facebook.com/pages/Verdi-Wealth-Planning/409557782516772This communication is strictly intended for individuals residing in the states of AZ, CA, ID, IL, NY, OR, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Verdi Wealth Planning412 E. Parkcenter Blvd. #200Boise, ID. 83706208.331.7858
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  Headquarters:412 East Parkcenter Boulevard , Boise, Idaho, United States

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  Phone Number: +1 208-331-7858

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  Website: https://www.verdiwealthplanning.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Verdi Wealth Planning

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• |  NAICS Code: 523930  |

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