Parallel Wealth Financial Group is a fee-for-service financial planning firm dedicated to pre-retiree and retiree planning and supporting individuals who built up their assets and want a better understanding of how and when they can retire. Their team focuses on easing your mind and creating a financial plan or being your point of contact with partnered portfolio managers. Parallel Wealth helps clients save, invest and manage their money wisely to achieve their financial goals and feel confident about the future. They invest alongside their clients and walk with them during the retirement building and implementation process. Whether you plan to run a business, retire, maintain a young family, or somewhere between, you need a financial advisor who understands your unique requirements.
Corporate & Personal Plan $5499
Sat & Sun: Closed