We are a company of certified financial advisors and real estate brokers who help our clients in crucial life situations. We provide comprehensive solutions for our clients in the areas of investments, mortgages, insurance, loans and real estate.
I'm the managing director of the company. We focus on complex financial planning. We help clients build their future through investment optimization, insurance (life, property, auto) and efficient credit solutions (mortgages, consolidation, refinancing). We have been in the finance industry since 2010.
I provide clients with complete management of their finances and assets. My main focus is advising on homeownership planning and building financial reserves. The result of my work is an informed client with a personal financial plan that will lead them to their goals.
We deal with the execution of auctions of securities, conversion of forms and forms of securities and book-entry of securities. We operate an online exchange RoklenFx.
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with tag Finanční plán from Investment consulting category in Zlín Region.
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Finanční plán, investment consulting in Zlín Region