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Rick Bettencourt, Pure Integrated Financial
2075 Kennedy Road, 5th Floor,Business details
Description
Pure Integrated Financial Services came into existence to create a more complete life cycle of client care. Combining our individual skills and experience, we provide clients an enhanced level of service, expertise and caring. Together, we offer more comprehensive services than you’ll usually find in a financial services company.
We partner with our clients to help them consistently make smart financial decisions. We will provide superior comprehensive financial planning services to increase the probability that our clients will meet their financial and lifestyle objectives, We do this by providing an integrated set of financial services (lifestyle based financial advice; investing, tax, insurance and expense management coaching; investment administration; estate plan audits; and securities products – stocks, bonds, mutual funds, wrap plans, managed money plans, life & disability insurance products).
Contact us today to learn more about our services! We look forward to hearing from you!
Categories
Parking detail
- Free
Language options
- English
Business hours
- Monday By appointment
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment
- Friday By appointment
- Saturday By appointment
- Sunday By appointment