Fusion Wealth Managers

www.fusionwealthmanagers.com

Fusion Wealth Managers, combines the benefits of a boutique investment firm, with the resources of a large financial institution. We offer proprietary investment solutions, open architecture, personalized wealth plans, and unparalleled customer service. Our products and services cover virtually every gamut of the investment arena, from asset management to financial planning to insurance to alternative investments thus providing our clients a one stop shop for all their financial needs. Through our rigorous wealth planning, Fusion Wealth Managers creates for clients an unbiased/unemotional and disciplined approach to wealth creating, management and preservation. Using our Risk Profiler and in depth one on one consultations, Fusion Wealth is able to craft an investment strategy tailor made to each and every client's unique needs and circumstances.

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Fusion Wealth Managers, combines the benefits of a boutique investment firm, with the resources of a large financial institution. We offer proprietary investment solutions, open architecture, personalized wealth plans, and unparalleled customer service. Our products and services cover virtually every gamut of the investment arena, from asset management to financial planning to insurance to alternative investments thus providing our clients a one stop shop for all their financial needs. Through our rigorous wealth planning, Fusion Wealth Managers creates for clients an unbiased/unemotional and disciplined approach to wealth creating, management and preservation. Using our Risk Profiler and in depth one on one consultations, Fusion Wealth is able to craft an investment strategy tailor made to each and every client's unique needs and circumstances.

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Country

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State

New York

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City (Headquarters)

New York City

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Employees

11-50

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Founded

2007

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Manager of Business Development Support

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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