Gregg Hoffman
Financial Advisor at Hoffman Financial Services
Based in Palm, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Palm
Industry
Financial Services
Company size
5
Contact information
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g•••••••@hoffmanfinancial.net
Phone
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Background
About Gregg Hoffman
As a financial advisor with 20 years of experience, I work with clients to help them pursue their financial goals, solve their financial problems, and help preserve what they have worked hard to achieve. My clients include individuals and organizations, each having unique individual goals and needs. I draw on a wide array of financial services and financial products to address the needs of those I serve. Being an independent advisor allows me to provide financial solutions from a large number of financial service providers, offering clients an unbiased viewpoint. Clients are always welcome at our office however I often meet with clients at their home or place of business. When I am not working with clients, my wife and I enjoy spending time with our children, volunteering at church, and keeping in touch with family and friends. I welcome the opportunity of building the relationship of a trusted advisor to you.
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