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NFSG Corporation

EST. AUM
$1,082,643,515

CONTACTS
1

CLIENT ACCOUNTS
3,607

Firm Details

Metro area Boca Raton, FL
CRD Number 130814
Website nfsgwealth.com
Client types

Overview

NFSG Wealth presents itself as a client-focused wealth management platform delivering personalized financial services, including tailored investment strategies, retirement and legacy planning, education planning, and tax-loss harvesting. The site emphasizes a customized approach to portfolio construction and ongoing guidance, supported by an SEC-registered investment adviser affiliate (NFSG Corporation). Headquarters and primary contact information are provided for Boca Raton, Florida.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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