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Founded in 2002, Surevest is an independent Registered Investment Advisor located in Phoenix, Ariz. The team focuses on building and protecting investors' wealth, as well as providing advisors nationwide with a support system. Surevest is able to deliver a level of service and performance that goes far beyond what one can expect from a traditional brokerage house relationship. Through the firm's advisor partnership service, Surevest offers elite advisors support with portfolio management, marketing, compliance assistance, technology and client retention strategies.
Oppenheimer Capital is a New York, NY-based company in the Financial Services sector.
Windcrest Discovery Investments is a Wilton, CT-based company in the Financial Services sector.
Element Pointe Advisors, LLC is an independent wealth management and family office advisory firm. As a fee-only advisor, our goal is to provide objective portfolio management and investment advice.
F X Solutions is a Saddle River, NJ-based company in the Financial Services sector.