Etico
Saratoga Springs, United States (US) · Finance and Banking
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Etico is a Finance and Banking company based in Saratoga Springs, United States (US), founded in 2010, with 20-30 employees. Etico's profile is verified on Enterprise League.
Overview
Etico is a Saratoga Springs, New York-based financial solutions firm providing comprehensive bespoke independent wealth management and investment advisory solutions to investment advisors and their clients. We help guide clients through all stages of their financial life, providing clarity and a path to financial wellness through personalized advice and intuitive technology.
Our services include financial planning, investment management, estate planning, insurance solutions and corporate 401K plans. We are focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client.
Etico is committed to embracing your unique philosophy and making your goals your reality. That is why we have a full staff of specialized staff to support our advisors in delivering exceptional service. We offer a full suite of back-office support, intuitive technology, and a dedicated advisor support team to help you scale your practice while retaining 100% of your book of business.
Our services include financial planning, investment management, estate planning, insurance solutions and corporate 401K plans. We are focused on client satisfaction through the efficient delivery of optimal financial solutions unique to each client.
Etico is committed to embracing your unique philosophy and making your goals your reality. That is why we have a full staff of specialized staff to support our advisors in delivering exceptional service. We offer a full suite of back-office support, intuitive technology, and a dedicated advisor support team to help you scale your practice while retaining 100% of your book of business.
Contact Details
+1(518) 348-0060
hello@eticofinancial.com
Saratoga Springs, United States (US), 19 Railroad Place
+12
Founded
2010
Company Type
Private Limited Company
Employees
20-30
Categories
Services
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