Company Information

Get to know Owens Estate and Wealth Strategies Group

Owens Estate and Wealth Strategies Group is an independent financial advisory firm focused on creating personalized and strategic financial plans for its clients. Their core mission is to help clients build, manage, preserve, and transfer wealth through a holistic approach that integrates estate planning, investment management, tax strategies, and retirement planning. The firm prides itself on its independence, which allows its advisors to offer objective advice and access a wide range of financial products and services tailored to each client's unique goals and circumstances.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Owens Estate and Wealth Strategies Group

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.