Targeted Financial Services, LLC

Description

Targeted Financial Services is an independent, full-service financial and insurance firm whose advisors specialize in recognizing and fulfilling the investment and estate needs of high-net worth individuals. Our mission is to build long-term relationships with our clients through trust, honesty and professional integrity.

We understand how important it is for you to be able to trust your Financial Advisor - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. We feel that regardless of the direction the stock market and interest rates take in the future, it is important to have a trusted advisor you can count on to provide the straight news. We strive to understand your personal situation with the understanding that non-financial factors may influence your overall decisions.

Products & services

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