Vitucci and Associates
1 SlideShare
Personal Information
Organization / Workplace
Walnut Creek, CA United States
Industry
Finance / Banking / Insurance
Website
www.vitucci-and-associates.com/
About
A versatile financial services provider headquartered in the San Francisco Bay Area city of Walnut Creek for more than a quarter-century, Vitucci & Associates employs an active approach to investment planning and management that seeks to meet client needs throughout various stages of life. Working closely with each client, the professionals at Vitucci & Associates develop financial strategies to prepare for life events such as retirement or sending a child to college, keeping individual levels of risk tolerance in mind.
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financial objectives financial goals vitucci and associates
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Presentations

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Financial Goals and Financial Objectives - Related, But Different

4 years ago • 47 Views
Personal Information
Organization / Workplace
Walnut Creek, CA United States
Industry
Finance / Banking / Insurance
Website
www.vitucci-and-associates.com/
About
A versatile financial services provider headquartered in the San Francisco Bay Area city of Walnut Creek for more than a quarter-century, Vitucci & Associates employs an active approach to investment planning and management that seeks to meet client needs throughout various stages of life. Working closely with each client, the professionals at Vitucci & Associates develop financial strategies to prepare for life events such as retirement or sending a child to college, keeping individual levels of risk tolerance in mind.
Tags
financial objectives financial goals vitucci and associates
See more