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Athenian Private Client Group

Largo

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About

Boutique firms with Large firm services. We build personal relations with our client and consider them as our extended family.

Reviews

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Q&As

I love working and building a personal relationship with my clients to help them successfully reach there financial planning goals.

I am an entrepreneur at heart. I love the flexibility to work with any clients who are serious about successfully building wealth and leaving a legacy.

Client should work with me because they will personally be working with me and with a team of independent partners who are experts in their industry.

I could provide services online and remotely through Zoom, GotoMeetings and Microsoft Teams virtual conference calls.

A Clean Office environment and through virtual conference calls.

Services

Provide customized financial plans for individuals, small business and corporate executives.

Provide customized portfolios for non-retirement and retirement accounts base on our client goals and lifestyle.