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Business Profile

Financial Planning Consultants

Fleurus Investment Advisory LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(203) 919-4980Email BusinessWrite a Review

About

Overview

Fleurus Investment Advisory LLC

59 Ridge Rd

Weston, CT 06883-2107

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BBB Accreditation & Rating

Fleurus Investment Advisory LLC is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Fleurus Investment Advisory provides financial planning and investment management services, including retirement planning and asset management. The company assists clients with organizing and monitoring portfolios based on individual objectives and risk tolerance. Services are offered as a fiduciary without third-party compensation.

BBB Accredited Since: 1/23/2017

Years in Business: 12

Products and Services

Financial Planning, Investment Management, Retirement Planning

Business Details

Local BBB:
BBB, Connecticut
BBB File Opened:
12/19/2016
Business Started:
5/15/2014
Business Incorporated:
5/15/2014
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Jeff de Valdivia, Owner

Additional Contact Information

Principal Contacts
Mr. Jeff de Valdivia, Owner
Customer Contacts
Mr. Jeff de Valdivia, Owner
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Business Categories
Financial Planning Consultants, Investment Advisory Services, Investment Management

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