Apogee Wealth Management
Information by Research TrustFinance
Apogee Financial Partners is an Atlanta-based financial services firm founded in 2017. Operating as a "super-OSJ" (Office of Supervisory Jurisdiction), the company provides a platform of resources, technology, and a collaborative community for a network of independent financial advisors. Its mission is to empower these advisors to deliver superior service and comprehensive financial planning and wealth management solutions to their clients, focusing on areas such as retirement planning, investment management, and estate planning.
United Kingdom
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial