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Targeted Financial Services

Independent Registered Investment Advisor whose team specializes in recognizing and fulfilling the investment allocation, financial and retirement planning and estate needs of high-net worth individuals

Meet Our Team

Meet our team of experienced financial advisors who will help in every aspect of your financial life.

What We Offer

We are a full-service independent financial services firm specializing in developing & maintaining your financial, estate & asset management plans.

Stock Market

As investment advisors, the partners of Targeted Financial Services have a mission to offer a rare blend of knowledge, economic analysis and old-fashioned common sense to achieve our clients' objectives.

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About Us

Targeted Financial Services is an independent Registered Investment Advisor whose team specializes in recognizing and fulfilling the investment allocation, financial and retirement planning and estate needs of high-net worth individuals. Our mission is to build long-term relationships with our clients through trust, honesty, and professional integrity.

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Since the organization's inception in 1999, Targeted Financial Services' goal has been to identify our clients financial and estate needs, formulate comprehensive strategies and implement and monitor the progress over time. The teams professional and industry work experience enables them to provide knowledge in investment strategies, planning goals, and estate planning. The firm prides itself on customer service and strives to meet the service and planning needs of all clients.

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Disclosure

Brochure

This includes detailed descriptions of our programs, fee structures, potential conflicts of interest, and other significant aspects of our business activities. 

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Relationship Summary (Form CRS)

This document is crucial for understanding the nature of our relationship with you, including our obligations and the services we offer. 

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Privacy Policy Notice

Our Privacy Policy Notice outlines the measures we take to safeguard your confidential information. It explains our commitment to protecting your privacy and how we handle your personal data.

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