Trusted, holistic financial strategies for individuals and businesses unique specific needs. Good financial decisions don't have to be confusing. We can provide techniques that can help you make the most of your goals and help achieve more of your financial objectives. Today's investment climate can offer many opportunities.
Our mission is to help clients take advantage of our holistic, fee-based financial planning model. It is our belief that through holistic advice, we can develop strong, long-lasting relationships, as financial planning provides visibility into your full financial picture rather than just one aspect.
Our mission is to help clients take advantage of our holistic, fee-based financial planning model. It is our belief that through holistic advice, we can develop strong, long-lasting relationships, as financial planning provides visibility into your full financial picture rather than just one aspect.
Services
RANDA Strategies LLC focuses in comprehensive solutions to help maximize your wealth and financial independence for individuals and businesses a like. Today's investment climate can offer many opportunities. At RANDA Strategies LLC, our mission is to help clients take advantage of our holistic approach to Planning.
Jonathan Guzman serves as President of RANDA STRATEGIES, LLC. For over 15 years, he has served his clients in the financial services industry, Jonathan started this journey in the retail banking field in 2003 and after a very successful 7 years span, 2010 came as a very special year, he was presented with what he calls a life-changing opportunity.
RANDA Strategies LLC advice resources include a team composed of experienced professionals who enjoy working closely with our clients and with each other. We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients. The client driven focus allows us to excel at providing financial and investment advice that is bespoke to our individual clients.
RANDA Strategies LLC, is a financial services boutique firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we leverage to help create customized client portfolios.
This designation provides advisors with the knowledge to effectively manage the transition from asset accumulation during a client's working years to asset decumulation in retirement. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is a global, independent association of the world's leading life insurance and financial services professionals.
Reviews
Be the first to review Randa Strategies.
Write a Review
