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Our approach to client relationships is what has made Minis & Company a trusted wealth management and investment partner throughout the years. In various market conditions, our current clients and new clients seek our advice for building investment strategies and portfolios that meet their unique financial needs.
— Mark Allen, CEOLearn About Our Team »
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When considering employing a financial professional, try to determine whether the individual or firm has experience in dealing with situations similar to yours. If you have substantial assets, you may require someone with a broader range of expertise than would be needed if your finances were relatively simple.Read More