Akin Investments
Financial Services, 102 N ML St, Charleston, South Carolina, 39201, United States, 1-10 Employees
Phone Number: 84********
Who is AKIN INVESTMENTS
Akin Investments is a fiduciary, investment advisor. Financial Planning services begin with a "Free - No Obligation" highly confidential meeting where we discuss your present financial co...
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Headquarters: 102 N ML St, Charleston, South Carolina, 39201, United States
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Date Founded: 2016
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 5099
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NAICS Code: 423990 |
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Frequently Asked Questions Regarding Akin Investments
Answer: Akin Investments's headquarters are located at 102 N ML St, Charleston, South Carolina, 39201, United States
Answer: Akin Investments's phone number is 84********
Answer: Akin Investments's official website is https://akininvestment.com
Answer: Akin Investments's revenue is Under $1 Million
Answer: Akin Investments's SIC: 5099
Answer: Akin Investments's NAICS: 423990
Answer: Akin Investments has 1-10 employees
Answer: Akin Investments is in Financial Services
Answer: Akin Investments contact info: Phone number: 84******** Website: https://akininvestment.com
Answer: Akin Investments is a fiduciary, investment advisor. Financial Planning services begin with a "Free - No Obligation" highly confidential meeting where we discuss your present financial condition as well as your long term financial needs, goals and dreams... Independent "Fee Only" Financial Planning & Portfolio Management. A new smart choice for consumers without the pressure to buy investment products with large sales loads or hidden costs. Whether you choose one time advice or ongoing services. We offer an affordable approach that provides you a simple, easy to follow step by step plan with investment strategies that will save you time, money and taxes. We will help with Goal Setting and developing a realistic plan for Education and Retirement Funding. Risk Management Review - Perform a comprehensive review of all client assets, liabilities, cash flow and insurance coverage. Determine whether the insurance coverage and the current allocation of assets is sufficient to provide the client with the means to achieve their goals and protect them in the event of some un -foreseen circumstance. Estate Planning Review - Examine each clients estate plan and confirm that it meets the stated goals and objectives of the family. Work closely with the client's attorney or accountant on any changes that may be required. The information gathered in this process guides the creation of a written investment policy. This investment policy will serve as a guideline for all of the decisions and the implementation of the financial plan, or portfolio management recommendations. The investment recommendations are not limited to any specific service or product offered by an investment company, broker-dealer or insurance company.
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