Company profile
Proficient Wealth Counselor company profile
Proficient Wealth Counselor provides financial advice, and their services including portfolio design and implementation, retirement planning consultation, estate and inheritance preservation consultation, qualified plan consultation, small to midsize business planning, risk management analysis and implementation, income and investment tax analysis, tax-efficient investing, retirement feasibility analysis, estate plan design, incapacity planning, executive compensation, insurance policy implementation, and administration, IRA distribution planning.
Business identity
- Website
- https://proficientwealth.com
- Contact email
- [email protected]
- Phone number
- +1 781 278 9488
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 11-50 employees
- Revenue range
- $0-$1M
Headquarters
- Headquarters
- Cissna Park, Illinois, United States
- Postal code
- 02062
- Country code
- US
- Continent
- North America