New wave financial services
New Wave Financial Services is a financial services company that provides a range of financial products and services to individuals, businesses, and institutions. Here are some key points about New Wave Financial Services:
Overview: New Wave Financial Services is a financial services company that offers a range of financial products and services, including investment management, wealth management, retirement planning, and insurance services.
Services: The company provides a range of services, including:
- Investment Management: New Wave Financial Services offers investment management services, including portfolio management, asset allocation, and risk management.
- Wealth Management: The company provides wealth management services, including financial planning, investment advice, and estate planning.
- Retirement Planning: New Wave Financial Services offers retirement planning services, including 401(k) and IRA planning, as well as annuity and pension planning.
- Insurance Services: The company provides insurance services, including life insurance, disability insurance, and long-term care insurance.
- Financial Planning: New Wave Financial Services offers financial planning services, including budgeting, cash flow management, and debt management.
Products: The company offers a range of financial products, including:
- Investment Products: New Wave Financial Services offers a range of investment products, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs).
- Insurance Products: The company offers a range of insurance products, including life insurance, disability insurance, and long-term care insurance.
- Retirement Products: New Wave Financial Services offers retirement products, including 401(k) and IRA plans, as well as annuity and pension plans.
Target Market: New Wave Financial Services targets individuals, businesses, and institutions seeking financial planning, investment management, and insurance services.
Locations: The company has multiple locations across the United States, with a strong presence in the western region.
Awards and Recognition: New Wave Financial Services has received several awards and recognition for its financial planning and investment management services, including being named one of the top financial planning firms in the country by Financial Planning magazine.
Philosophy: The company's philosophy is centered around providing personalized financial planning and investment management services to its clients, with a focus on building long-term relationships and helping clients achieve their financial goals.
Leadership: New Wave Financial Services is led by a team of experienced financial professionals, including its CEO, who has over 20 years of experience in the financial services industry.
Overall, New Wave Financial Services is a reputable financial services company that offers a range of financial products and services to individuals, businesses, and institutions.