JB
Jeffrey Burg
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Company Details
2-10 Employees
AlphaTrust Advisors is a boutique financial and tax advisory firm that serves as a Chief Financial Officer for individuals and families looking for a collaborative approach to the management of every aspect of their finances. Securities are offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors., Inc., a Registered Investment Advisor. Cambridge and AlphaTrust Advisors are not affiliated. Tax and accounting services offered through AlphaTrust Tax Services, LLC.
Year Founded
2017
Social Media
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Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
5141 N 40th St Suite 400 Phoenix, Arizona 85018, US
Keywords
Investment ManagementRetirement IncomeAsset ProtectioInsuranceTaxBusiness ServicesCharitable GivingEstate PlanningLendingEmployer Sponsored Retirement Plans
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