Posted on 2016-07-30 / 467

About Us We are a group of advisors from diverse backgrounds, such as CPAs, lawyers, insurance agents and financial advisors. As a team, we pool our expertise, skills and experience together to serve our mutual clients. Our firm has access to all public financial products and services, and our core services are: investment, insurance planning, tax and pension administration. You, not the financial products, are the center of our practice, and we build our client base from recommendations, and we believe the only way to achieve that is to put your best interests first on our list. We are not perfect, and we ask for your help to give us feedbacks, so we can improve ourselves and our services to you. Please visit our financial team page for more information on individual advisors. We care about your privacy — read our privacy policy , business continuity plan and the steps we take to safeguard your personal information. Ni Advisors, Inc. is registered as a broker-dealer with the U.S. Securities and Exchange Commission (SEC) and is a member of both the Financial Industry Regulatory Authority (FINRA) http://www.finra.org and the Securities Investors Protection Corporation (SIPC) http://www.sipc.org. 关于我们 我们是一群来自不同背景,如注册会计师,律师,保险代理及财务顾问顾问。作为一个团队,我们集中我们的专业知识,技能和经验,共同为我们的共同客户。我们的公司可以访问所有的公共金融产品和服务,我们的核心服务包括:投资,保险规划,税收和养老金管理。你不理财产品,是我们实践的中心,我们的建议,建立我们的客户基础,我们相信,以实现这一目标的唯一途径是把你最好的利益放在第一位我们的名单上。我们不是完美的,我们找你帮忙给我们反馈,所以我们可以提高我们自己和我们的服务给您。请访问我们的财务团队页面上的个人顾问的详细信息。 我们关心您的隐私 – 请阅读我们的隐私政策,业务连续性计划,我们所采取的保护您的个人信息的步骤。 倪顾问,公司注册为经纪交易商向美国证券交易委员会(SEC)和既是金融业监管局(FINRA)的成员http://www.finra.org和证券投资者保护公司(SIPC)http://www.sipc.org。

Location : San Francisco
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