Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey Elaine Petrus is a financial advisor with True Wealth Design, LLC. Audrey is a Certified Financial Planner and has been in the financial industry since January 2014. Audrey's experience includes working with Plans to Prosper, LLC and Mops and Muscles. Audrey is registered with the state of Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
02/24/2023 - Present
True Wealth Design, LLC (AKRON OH)
Active
Inactive
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