Fusion Wealth Managers
www.fusionwealthmanagers.comFusion 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.
Read moreFusion 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.
Read moreCountry
State
New York
City (Headquarters)
New York City
Industry
Employees
11-50
Founded
2007
Estimated Revenue
$1,000,000 to $5,000,000
Social
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Manager of Business Development Support
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