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Associated Financial & Investor Services Email Format
Financial ServicesFlorida, United States11-50 Employees
Associated Financial & Investor Services operates in the financial services sector, offering customized financial plans intended to build and protect long-term assets. The firm focuses on translating complex financial issues into clear, actionable strategies that clients can understand, implement, monitor, and adjust as needed. Its client base spans individuals at various life stages and businesses of all sizes, across local and national markets. It is based in the Fort Lauderdale area of Florida and has operated as an independent firm for more than four decades. Securities are offered through Osaic Wealth, Inc., with related entities operating independently. A notable recent development is an October 2020 partnership between Associated Investor Services, Inc. and WellCents to advance workplace financial wellness.
1-888-653-2347 
support@leadiq.com 
