CALIFORNIA CONSUMER

The Aprisent Financial Group™ is an independent, boutique-sized, fee-based wealth management firm. The group's clientele includes individuals, families and businesses that have accumulated assets significant enough to benefit from comprehensive financial planning and the use of sophisticated management tools. We view our clients as partners. We are committed to helping our clients accomplish their unique financial goals and objectives. After developing a thorough understanding of their risk tolerance and short- and long-term goals, we work together with clients to create a customized investment portfolio designed specifically for them... At Aprisent Financial Group™, we pride ourselves on our client-centric, fee-based approach to financial planning and investment management. Unlike commission-based models, we transparently charge fees for our services, aligning our interests with the growth and protection of our clients' assets. Affiliated with LPL Financial, the largest independent..

Primary location: Edwards United States