Mjt & Associates Financial Advisory Group, INC.

EST. AUM
$198,946,748

CONTACTS
1

CLIENT ACCOUNTS
883

Firm Details

Metro area Minneapolis
CRD Number 297716
Website mjtassociates.com
Client types

Overview

The company was founded on the deeply personal experiences of its founders, who frequently witnessed friends and family struggling to find the necessary assistance for their financial planning. Leveraging their understanding of personal finance and professional training, the company aims to help individuals better prepare for their future. Recognizing the effectiveness of a team approach, the company uses this method to address a wide variety of client needs within the complex financial services landscape. They offer comprehensive financial services and strive to provide ongoing education for clients interested in delving deeper into financial planning and investment management. The company believes in personalized strategies, giving each client individual attention from planning through execution to follow-up. Their proactive approach focuses on developing efficient strategies to meet each client's unique financial goals and objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mjt & Associates Financial Advisory Group, INC.

Platform Details

Investment Preferences

Alternative Activity

Address

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