Company Tagline
Amon & Associates specializes in personalized, custom and cross-disciplinary advice for families and businesses
Industry Category
Business Keywords
Company Description
Amon & Associates is a leading provider of personalized, custom, and cross-disciplinary advice to families and businesses. Located in Glastonbury, Connecticut, at 10 Commerce St, Suite D, Amon & Associates specializes in delivering objective and comprehensive fee-based financial plans designed to meet the unique needs of each client.
With a proven process that begins with thorough data collection and analysis, Amon & Associates crafts custom financial plans containing specific findings and actionable recommendations. Their approach ensures that clients receive tailored strategies and solutions to improve their financial situations and achieve their goals.
Beyond planning, Amon & Associates acts as a catalyst for implementation, professionally coordinating and fully integrating each component of the strategic financial plan. Amon & Associates is dedicated to ensuring that clients' financial goals are realized through diligent execution and ongoing support. The information will be completed soon with the support of the company’s management.
We invite the manager of Amon & Associates to create a customized and exclusive company showcase and product listing on our platform.
Amon & Associates est un fournisseur de premier plan de conseils personnalisés, sur mesure et multidisciplinaires aux familles et aux entreprises. Située à Glastonbury, dans le Connecticut, au 10 Commerce St, Suite D, Amon & Associates se spécialise dans la fourniture de plans financiers objectifs et complets, basés sur des honoraires, conçus pour répondre aux besoins uniques de chaque client.
Grâce à un processus éprouvé qui commence par la collecte et l'analyse approfondies des données, Amon & Associates élabore des plans financiers personnalisés contenant des conclusions spécifiques et des recommandations pratiques. Leur approche garantit que les clients reçoivent des stratégies et des solutions personnalisées pour améliorer leur situation financière et atteindre leurs objectifs.
Au-delà de la planification, Amon & Associates agit comme un catalyseur pour la mise en œuvre, en coordonnant professionnellement et en intégrant pleinement chaque composante du plan financier stratégique. Amon & Associates se consacre à faire en sorte que les objectifs financiers de ses clients soient atteints grâce à une exécution diligente et à un soutien continu. Les informations seront complétées prochainement avec le soutien de la direction de l'entreprise.
Nous invitons le responsable d'Amon & Associates à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
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Compare Amon & Associates with 3 companies in Think-Tanks
| Comparison Field |
Amon & AssociatesMain Company |
Boyd Wealth Manageme...View Profile |
Thriving WealthView Profile |
Longview Advisors, L...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2018 | 2009 | |
|
Company Size
|
— | 2-10 | 11-50 | 1 employee |
|
City
|
Glastonbury, Connecticut | Sacramento, California | Essendon North, Victoria | Newton, KS |
|
Country
|
United States | United States | ||
|
Skills & Keywords
Comparing with main company
|
8 Total Skills
Financial Planning
Investment Management
Estate Planning
Business Continuity
Insurance
Wealth Management
Financial Consulting
Education Planning
|
5 Total
1 Common
4 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Business Exit & Succession
Company Retirement Plans
Retirement Distribution
Risk Management & Insurance
|
5 Total
5 Unique
Unique Skills:
Budgeting
Cash-flow planning
Debt Management
Retirement Planning
Superannuation
|
4 Total
4 Unique
Unique Skills:
Charitable Planning
Investments
Retirement Planning
Tax Planning
|
4
Total Companies2009
Oldest Founded1
Countries20
Unique SkillsSimilar Companies
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Alternative Company Names
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