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Tangent Financial, LLC

EST. AUM
$517,809

CONTACTS

CLIENT ACCOUNTS
5

Firm Details

Metro area Honolulu
CRD Number 311127
Website tangentfin.co
Client types

Overview

Tangent Financial is an independent wealth management firm focused on helping individuals achieve their financial goals through personalized financial planning and investment management. The firm emphasizes transparent guidance, customized investment strategies, and long-term relationships designed to help clients make informed financial decisions and build lasting wealth. Its client-centric approach combines financial planning with ongoing investment management tailored to each client's objectives.

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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