Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany Genzale is an Investment Advisor Representative at TFO Family Office Partners. Brittany has been with TFO Family Office Partners, formerly TFO Phoenix, Inc., since January 2014. Brittany is registered with the state of Arizona, and also holds a Series 65 license. Brittany has been working in the financial industry since December 8, 2005. TFO Family Office Partners is a firm based in Phoenix, Arizona that provides a variety of financial services, including financial planning, portfolio management, pension consulting, and family office services. The firm has offices in Arizona, Texas, and California, and has a team of 28 Investment Advisor Representatives. The firm serves a variety of clients, including high-net-worth individuals, charitable organizations, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services & financial consulting services
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.
Percentage of net worth
1
2
AZ
12/02/2016 - Present
TFO Family Office Partners (PHOENIX AZ)
IA
Issued 12/08/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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