Why choose this provider?
Established in 1987, ICC provides financial advising services to clients in Las Vegas. It serves individuals and families wanting to manage their finances to reach their short-term and long-term needs and goals by offering financial planning services. These services allow clients to monitor and evaluate their investments, create strategic plans for retirement needs, and conduct regular updates on investment portfolios. It also offers other wealth management solutions involving tax, estate, and philanthropic planning services. The company's team holds various designations, such as AIFA, CPA, and CIMA.
License Verified:
License: 19608
Investment Adviser Public Disclosure Database, SEC
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail