Aventus Investment Advisors
Business Management Services
Why pick this one
Aventus Investment Advisors offers customized financial planning and is staffed by a team of CFA and CFP credentialed advisors.
Best for
- individuals seeking comprehensive financial planning
- business owners looking to improve retirement plan programs
- those in need of investment management
Look elsewhere if
- clients seeking basic budgeting services
- those requiring low-cost, no-frills investment options
Specialties
- Investment Management Solutions
- Company Retirement Plan Solutions
- Business Financial Planning & Solutions
Certifications
- CFA
- CFP
What makes them different
- Team of credentialed financial advisors
- Fiduciary standard of care
- Holistic approach to wealth management
- Customized financial planning
- Serves
- Cornelius, NC, Naples, FL, Moultonborough, NH
Distilled from this business's own website.
Contact & Location
- Address
- 19810 W Catawba Ave Ste G, Cornelius, NC 28031
- Phone
- 7042374207
- Website
- http://www.aventusadvisors.com/
Services
- business management services
- financial advisory services