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Bill Brumsted
Financial Advisor at The Strebel Planning
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Work Experience
Financial Advisor
Sep 2024 - Present · 3 months
Associate Advisor
Sep 2022 - Aug 2024 · 1 years and 11 months
Associate
Jan 2022 - Jul 2022 · 6 months
Company Details
11-50 Employees
The Strebel Planning Group is different from other area providers in so many ways. Most important of all, we believe, is that we are locally owned and completely independent. This means that we don't answer to a home office, don't have sales quotas that result in our recommending products that are not quite right for you, and have the ability to create client fulfillment processes in response to client's needs, not those of some bureaucrat who has no understanding of our community. We subscribe to a fiduciary standard not required or aspired to by the vast majority of firms out there.
Year Founded
1986
Social Media
LinkedinFacebook
Industry
Financial Services, Accounting Services
HQ Location
944 Dryden Road Ithaca, New York 14850, US
Keywords
Financial PlanningAccountingIncome TaxBusiness ConsultingCFO Services
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