Pelican Family Office Client Experience
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- čas přidán 5. 03. 2023
- Too often in the financial world people have to deal with a myriad of people, motives, and bias. At Pelican Family Office we have a unique way of managing the folks that should be doing what they are supposed to be doing in an objective manner not opinion. When was the last time you had your CPA, attorney, banker, insurance agents, real estate folks, investment advisors in one room to talk about you? Most have never done that. We facilitate that whether in person or virtual. Check out our website for more information: www.pelicanfo.com
Setup complimentary 30 min meeting @ www.meetwithjack.com
How would you like to see all your moving parts of your financial world in less than 10 mins on 1 sheet of paper? app.asset-map....