Colorado - Jan 20, 2023 - A&I Financial Services LLC, a leading provider of financial planning and investment management services, announced today that it has rebranded its company name to A&I Wealth Management. The new name reflects the company's focus on helping clients achieve their long-term financial goals through comprehensive wealth management services.
Founded in 1986, A&I Financial Services has established itself as a trusted partner for successful individuals, families, professionals and business owners seeking financial guidance and support. With the rebrand to A&I Wealth Management, the company is expanding its offering to include a wider range of services designed to support clients in all aspects of their financial lives.
"We are excited to announce this rebrand, which represents a new chapter in our company's history," said partner Karl Frank. "A&I Wealth Management reflects our commitment to helping clients build and preserve wealth over the long term. We believe this new name better reflects the holistic approach we take to financial planning and investment management, and we are confident it will help us better serve our clients."
Under the new brand, A&I Wealth Management will offer a range of services including financial planning, investment management, retirement planning, estate planning, and tax planning. The company will also continue to offer its popular A&I Wealth Management portal, which provides clients with easy access to their financial information and enables them to track their progress towards their financial goals.
In addition to the rebrand, A&I Wealth Management has also rebranded their website that provides clients with easy access to financial resources and tools. The website includes a range of educational articles, podcasts and videos, as well as events that help clients make informed decisions about their retirement, savings, needs and plan for the future.
"We believe that financial planning and wealth management should be accessible to everyone," said Frank. "Our new website and brand will help us reach a wider audience and provide them with the resources and guidance they need to make informed financial decisions."
A&I Wealth Management is committed to providing high-quality, personalized financial services to its clients. The company's team of financial advisors are all certified and have extensive experience in the financial industry. They work closely with clients to understand their individual financial goals and needs, and provide tailored solutions to help them achieve their long-term financial objectives.
"At A&I Wealth Management, we are dedicated to helping our clients build a strong financial foundation for themselves and their families," said Karl. "We look forward to continuing to serve our clients under this new brand, and to helping them achieve their financial goals."
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
Media Contact
Company Name: A&I Wealth Management
Contact Person: Karl
Email: Send Email
Phone: +1 303-690-5070
Address:9605 Kingston Court Suite 190
City: Lone Tree
State: Colorado
Country: United States
Website: https://www.assetsandincome.com/financial-advisor-lonetree-co/
