Updated:
Square Peg Financial Advisory Services
Square Peg Financial Advisory Services is a financial advisory firm whose owner is Alan Ray, a CERTIFIED FINANCIAL PLANNER Professional. The firm provides...
Overview
Square Peg Financial Advisory Services is a financial advisory firm whose owner is Alan Ray, a CERTIFIED FINANCIAL PLANNER Professional. The firm provides clear information and organized analyses of clients' financial situations and works through a collaborative planning process. Client values and priorities are treated as the foundation, with the planner providing knowledge and guidance in a consultative relationship.
General information
Firm type
RIA
Principals
Alan Ray
CERTIFIED FINANCIAL PLANNER Professional, owner
Alan Ray
CERTIFIED FINANCIAL PLANNER Professional
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Square Peg Financial Advisory Services in Altss
Explore available research and relationship coverage for this adviser in Altss.