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ABCivil-Consulting-Ltd near Coldwell MB (665 Result(s))

We are a team of experienced wealth management professionals directed by two Senior Portfolio Managers, Petar Pejovic and Milos Pejovic. We work in close collaboration to benefit our clients with dedicated financial planners, a senior investment associate, and several other specialist advisors. Our services include professional private wealth management, financial planning, tax efficient investing, will & estate planning, retirement income planning, business succession planning, and inter-generational wealth transfer. Our clients include high-net-worth families and individuals, corporations, foundations, and non-profit charities. Our team’s discretionary customized portfolio platform offers solutions to investment goals that clients want to achieve. Using conservative asset allocation strategies that are blended with consistent quantitative rebalancing strategies, our approach is both unique and effective.
At Liberty we keep things simple and take care of your tax needs. Service is in our name, and it's what we deliver. Local ownership means that at Liberty you'll find tax preparers who live in your community and who make the experience worth repeating, year after year.
Jane is an amazing accountant. I would recommend her to anyone. Read more
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