Fischer Investment Strategies

Financial Services - Thousand Oaks, CA, US

Fischer Investment Strategies Employees
Ted Fischer

President & Founder, CFP, AIF, QPFC

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Lynn Petkus

National Sales Director

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Conner Bays

Market Research Analyst

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Austin Underhill

Chief Compliance Officer & Operations Manager

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Fischer Investment Strategies Senior Management
Ted Fischer

President & Founder, CFP, AIF, QPFC

Contact Ted Fischer

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Fischer Investment Strategies Details

At Fischer Investment Strategies, you will enjoy the benefits of working with a fee-only firm that utilizes a customized, client-centered approach to financial management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect.Whether you are seeking expert counsel on retirement planning, wealth management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters. We will assist you in securing opportunities often unattainable when attempting to negotiate today's challenging financial environment on your own. We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.

Fischer Investment Strategies logo, Fischer Investment Strategies contact details
Employees: 5 - 9
HQ: 805-418-7686
Location: Thousand Oaks, CA, US
Revenue: 2.5 - 5 Million
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