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Fig Tree Financials LLC
Fig Tree Financials provides personal CFO-style services with clear dialogue, comprehensive planning, and a proactive approach. The firm specializes in...
Overview
Fig Tree Financials provides personal CFO-style services with clear dialogue, comprehensive planning, and a proactive approach. The firm specializes in building tailored investment plans to meet clients' financial wealth goals. Offerings include cash management, investment strategy and literacy, education funding and 529 plans, retirement planning, trust and estate planning, life and long-term care insurance, and related advisory work. The advisor emphasizes consistency, transparency, low stable fees, and incorporating client values and emotions into planning.
General information
Firm type
RIA
Principals
James Manfredonia
Registered Investment Advisor
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