Flatiron Financial Group

www.flatironfinancial.com

Flatiron Financial Group is a New Hampshire-registered, Investment Advisor, established in 2006. We believe in providing an unbiased, independent approach to personal wealth management, while putting you the client, first. In today's world, transparency is a key component in the financial marketplace. When providing a fee-based solution, our needs-based approach can remove potential conflicts within the advisory relationship. Investment selections are based on the objectives of each individual relationship. Our process allows us to gain a clear understanding of our client's goals and objectives. Implementing a diversified strategy of mutual funds, ETFs, stocks, and bonds helps to provide a customized strategies for each client’s individual risk parameters. Completing the holistic approach, we proactively work with our client’s current estate planning and tax planning partners, as it relates to our overall wealth management process.

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Flatiron Financial Group is a New Hampshire-registered, Investment Advisor, established in 2006. We believe in providing an unbiased, independent approach to personal wealth management, while putting you the client, first. In today's world, transparency is a key component in the financial marketplace. When providing a fee-based solution, our needs-based approach can remove potential conflicts within the advisory relationship. Investment selections are based on the objectives of each individual relationship. Our process allows us to gain a clear understanding of our client's goals and objectives. Implementing a diversified strategy of mutual funds, ETFs, stocks, and bonds helps to provide a customized strategies for each client’s individual risk parameters. Completing the holistic approach, we proactively work with our client’s current estate planning and tax planning partners, as it relates to our overall wealth management process.

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Country

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State

New Hampshire

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City (Headquarters)

Bedford

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Employees

1-10

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Founded

2006

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Ameriprise Financial Advisor

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

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