Financial Health -Agent License #0K87912
Financial Health -Agent License #0K87912

Financial Health -Agent License #0K87912

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Introduction: At Exertus Financial Partners, fulfilling life is what we strive to accomplish on a day-to-day basis. This means helping our advisors and clients to enjoy and improve lifestyle at its very best. It's about shifting the wealth equation, helping assets grow, managing risks, and achieving financial independency. As a world-class organization, Exertus Financial Partners offers very competitive broad spectrum of insurance and retirement products. We believe in offering a personalized approach and customized solutions tailored to each client's individual needs. We're here to help customers put the future ahead with the financial planning of our advisors. I enjoy knowing that the people we help will not be struggling financially into and through retirement age. We know how to protect families from financial struggles using the right tools. We are an organization that always does the right things for the people. Our values define the core characters of our company. Our commitment is to provide the best resources and strategies to drive our people in achieving or exceeding their goals to create a win-win situation for everyone.
Overview

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400 employees

9 years in business

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Natalie Nuno

FAQs

  • What is your typical process for working with a new customer?

    I provide an in person consultation to ensure the needs of our clients are able to be satisfied by the strategies we can provide. There is no one size fits all way to help our clients so we like to have a consultation to see what your specific needs are. From there we set up a second meeting to present the customized plan for you.

  • What types of customers have you worked with?

    We work with people from all walks of life, all incomes, all types of portfolios and with all types of goals: college funding, retirement, life and mortgage protection, portfolio diversification, investment growth, etc.

  • What advice would you give a customer looking to hire a provider in your area of work?

    Look for someone who cares about your needs and not just their own pockets.