As Investment Consultants, we develop financial plans to help clients achieve their short/long-term financial goals. Depending on their financial goals, we advise clients on taxes, investments, and insurance decisions. We also update the client via monthly and yearly portfolio reports while managing and filling their tax reports. We solicit new clients through cold-calling, emailing, hosting seminars & webinars, and advertising. We are also responsible for preparing and interpreting financial document summaries, investment performance reports, and future income projections.
Core tasks:
LENSA generates certain information provided on this website by compiling and analyzing publicly available data and data from employees/former employees. All company names are the registered trademarks of their original owners. The use of any trade name or trademark does not imply any association with the third-party company. None of the information provided is endorsed in any way by any of the companies mentioned. We do not guarantee the accuracy, currency, or suitability of this information (including regarding demographics or salary estimate) and you are responsible for how you use it. ALL INFORMATION IS PROVIDED “AS IS” AND “WITH ALL FAULTS”. We are not responsible for nor endorse third party content on our website. If you notice any inaccurate information or information you think is proprietary you can email us at [email protected]. See our Terms and Conditions and Community Guidelines for more information.
