Simple Impact LLC Investments (747)777-5970 - Similar companies

Simple Impact LLC Investments supports #SB826. Let's get you Board ready! Retirement Planning for your stated goals, and unco ... vered needs. We help you through transitions. Break thru your fears with a multi-step financial analysis, then swipe the page to a new financial chapter of your life. Experience a modern tech-savvy process, streamlined for your busy and nontraditional family, executive lifestyle, and professional creativity. We offer investment models, custom portfolios, and second opinions for yourself or a loved one. Fees based on assets, or hourly agreements. Diversify, allocate, and create multiple streams of income with our help. As your financial advocate, we aspire to create a mindful relationship with your team and family. Simple Impact is a branch office backed by the nation’s largest privately held broker/dealer, Commonwealth Financial Network®, founded in 1979. With more than 1,700 producing advisors and a support staff of 773, Commonwealth advisors' combined account assets are approximately $100 billion with $1 billion in revenues in 2015. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California. Founder, Shannon M. Sutherland (CA Insurance Lic #0D28620) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®,www.FINRA.org /www.SIPC.org, a Registered Investment Adviser.. 23679 Calabasas Rd. #365, Calabasas CA 91302. phone (747)777-5970. This communication is strictly intended for individuals residing in the states of CA, DC, NJ, NV, NY, OR, PA, TX & VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. www.simpleimpactllc.com read more