Proficient Financial Services

Financial Services - La Grange, IL, us

Proficient Financial Services Details

We are Sebi registered Investment advisors and specialise in helping people draw their financial road map to achieve their financial goals. Our team consists of 3 Certified Financial planners who collectively have over 12 years of experience in Financial planning. We also conduct Financial literacy programmes for corporate employees to empower them in independently managing their finances. Our Founder Mr. Steven Fernandes has also authored the book " There is always a financial solution" which consists of 10 real life financial case studies.

Proficient Financial Services logo, Proficient Financial Services contact details
Employees: 5 - 9
HQ: N/A
Location: La Grange, IL, us
Revenue: Not Available
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Proficient Financial Services is a leading financial services company located in La Grange, Illinois. With a team of experienced and certified financial planners, the company specializes in helping individuals and corporate employees achieve their financial goals through personalized financial road maps. Their services include investment advisory, financial literacy programs, and more. Proficient Financial Services has a strong presence in the industry, with a website and LinkedIn page that showcases their expertise and services. Their team of three certified financial planners have over 12 years of combined experience in financial planning, and their founder, Steven Fernandes, has even authored a book on financial solutions. The company's commitment to empowering their clients to manage their finances independently has earned them a reputation as a trusted and reliable financial advisor.

We are officially recognized financial advisors with the Securities and Exchange Board of India (Sebi) and we help people make a plan to reach their financial goals. Our team of three experts has over 12 years of experience in financial planning. We also teach financial literacy to employees of companies to help them manage their own finances. Our founder, Mr. Steven Fernandes, has written a book called "There is always a financial solution" that shares 10 real-life examples of financial success stories.

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