Malik J Khaliq Financial Advisor

Financial Services
Listing Category
Short Description
Financial Services
Description

Malik is dedicated to helping you achieve one of your most important life goals by providing the most professional financial services possible to fit your individual situation. He assists corporations, businesses, physicians, business owners, non-profit organizations, individuals and families in management of their financial affairs and wealth plans. To help his clients capitalize on the opportunities available in the marketplace, he calls on his international background and over 16 years of experience in the financial services industry. An initial in-depth interview to understand client needs and objectives, suitability of their current investments, insurance and other financial needs. A follow-up meeting to present a financial strategy. This translates client needs into specific goals, diversifying the assets and matching appropriate professional portfolio managers or investment strategies to help achieve those goals. Ongoing consultation and reviews to monitor the progress towards goals. A commitment to establish a long-term structured, professional relationship, based on high ethical standards and uncompromising integrity.

Phone
563-328-8378
Address
4300 East 53rd Street, Davenport, IA, United States
ZIP Code
52807

Send Message to listing owner

Leave a Reply

Your email address will not be published.

Leave a Reply

Your email address will not be published.