Money Tree Ventures LLC
Durham, United States (US) · Finance and Banking
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#insurance
#marketing
#wealth creation & preservation
#retirement planning
Money Tree Ventures LLC is a Finance and Banking company based in Durham, United States (US), founded in 2019, with 2-10 employees. Money Tree Ventures LLC's profile is verified on Enterprise League.
Overview
We help individuals, particularly those approaching retirement, build a secure financial future through our flagship publication, *The Millennial Money Tree*.
Our approach centers on providing practical, actionable advice and resources to empower clients to ‘literally insure financial security in their golden years.’ We focus on strategies for long-term financial stability and maximizing retirement income, combining insurance solutions with proactive investment planning.
Founded in 2019, Money Tree Ventures currently employs a team of four professionals dedicated to guiding clients through the complexities of retirement planning and ensuring a prosperous future.
Contact Details
Durham, United States (US), .
Founded
2019
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
#insurance
#marketing
#wealth creation & preservation
#retirement planning
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