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Benjamin Grossman
Director Of Investments at Wealth Advisors
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Work Experience
Director Of Investments
Oct 2017 - Present · 7 years and 2 months
Feb 2013 - Oct 2017 · 4 years and 8 months
Senior Consultant
Apr 2015 - Oct 2017 · 2 years and 6 months
Consultant
Feb 2013 - Mar 2015 · 2 years and 1 months
Company Details
11-50 Employees
At Wealth Advisors Group, we make your wealth management experience personal- and we make it our priority. Wealth Advisors Group is a comprehensive, fee-based financial planning services company that specializes in guiding the wealth management needs of successful individuals and families. Our disciplined process leaves room for creative thinking that results in a level of personalization that is tailored to each client. We understand how life’s details can impact your wealth, and collaborate to guide you through important decisions. You benefit from the experience and expertise that our award-winning team brings to the relationship, and the professional designations our advisors have achieved (CFP®, CEP®, AIF®). At Wealth Advisors Group, we are committed to continual professional education and development. Investment advice offered through Wealth Advisors Group, a registered investment advisor.
Year Founded
1991
Social Media
Linkedin
Industry
Financial Services, Mortgage Services
HQ Location
12726 Coldwater Rd. Fort Wayne, IN 46845, US
Keywords
Financial PlanningInvestment ManagementRetirement PlanningTax PlanningEstate PlanningRisk Management- InsuranceEducation Planningand Employee Benefits
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