Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Rebecca Bowersox is an investment advisor representative with NFP Retirement Inc. with offices in Boca Raton, FL and Aliso Viejo, CA. Susan has been in the industry since at least March 2005 and has worked with firms including Devon Investment Advisory, LLD and Sage Settlement Consulting. Susan is registered with the state of Florida as an investment advisor representative. Susan's firm, NFP Retirement Inc., has offices in Aliso Viejo, CA and provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm has over 30 employees and manages more than $96 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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FL
11/20/2023 - Present
NFP Retirement Inc. (Boca Raton FL)
Active
Inactive
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