Logan Cruet
Client Relationship Manager at Peak Wealth Partners
Based in Philadelphia, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Philadelphia
Industry
Financial Services
Company size
14
Contact information
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l•••••••@peakwealthpartners.com
Phone
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Background
About Logan Cruet
Experienced financial planner specializing in the Tech, Utilities, and Pharmaceutical Industries. Skilled in Portfolio Diversification, Asset Management, Retirement Planning, and Tax Mitigation. At Peak, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy. To us, it is vital that we work with you to not only identify your current financial situation but anticipate what the future may bring: a private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. Connect with me through e-mail at logan.cruet@peakwealthpartners.com or by phone at 856-689-0023 to learn more!
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