| Category: | Insurance agency, |
|---|---|
| Address: | 6006 Brownsboro Park Blvd # D, Louisville, KY 40207, USA |
| Postal code: | 40207 |
| Phone: | (502) 893-7001 |
| Website: | http://www.physiciansfinancialservice.com/ |
| Monday: | 8:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 8:00 AM – 5:00 PM |
| Wednesday: | 8:00 AM – 5:00 PM |
| Thursday: | 8:00 AM – 5:00 PM |
| Friday: | 8:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
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ABOUT US. Physicians Financial Services is an independent registered investment advisory firm located in Raleigh, North Carolina. It was founded in 1986 by Con T. McDonald to address the unique needs of the busy physician. By emphasizing high quality money management, investment planning and retirement planning along with the capacity to tailor ...
Physicians Financial Services, Inc. initiated holding in CVS Health Corp. The purchase prices were between $83.15 and $103.7, with an estimated average price of $92.68. The stock is now traded at ...
Physicians Financial Services is headquartered in Raleigh, NC and currently serves in 2 states: North Carolina, Virginia. What is the average client balance at Physicians Financial Services? While Physicians Financial Services advises clients across a variety of portfolio sizes, the average client balance is currently $1,950,143.
Physicians Financial Services emphasizes money management, investment planning, and retirement planning, the ability to tailor their services to meet the needs and objectives of their clients. Those clients mainly refer to others through our satisfied clients. They provide tax reduction strategies, cash flow analysis, estate review, and planning,
Physicians Financial Services is a large advisory firm with 187 clients and discretionary assets under management (AUM) of $333,912,762 (Form ADV from 2022-03-29). Their last reported 13F filing for Q3 2022 included $206,919,000 in managed 13F securities and a top 10 holdings concentration of 42.83%. Physicians Financial Services's largest ...
Free and open company data on Georgia (US) company PHYSICIANS FINANCIAL SERVICES, LLC (company number 09066391), 255 Gateway Drive, Suite 7, Bethlehem, GA, 30620
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Licensed in CA, CO, CT, DC, DE, FL, HI, IL, KS, MA, MD, MI, MS, NC, NJ, NY, OH, PA, RI, SC, TX, VA, WA, WV. www.finra.org. www.sipc.com. Licensed in CA, CO, CT, DC ...
Get results. Our advisors are specialized in helping physicians when it comes to anything to do with the dollar. Save time and get expert assistance for your employment contracts, insurance, student loans, financial planning, and more. Learn More. Learn More. 7,000+ satisfied physicians. Testimonials.