Exeter Financial
Contact Information
Exeter Financial Services was founded on November 16th and in the year 2006, for the clear purpose of serving as the Family Chef financial officer. We believe that each family gets the same level of guidance that the CEO gets from the tested CFO, that can look towards the full picture rather than just one piece of it.
Our clients are those like the CEOs for their financial lives, and they hire us for developing and implementing and monitoring the wealth management program that can be built around what can matter to them. Whether that can mean growth assets, planning for retirement, or protection of legacy towards the next generation, the role is towards bringing the discipline and perspective for a dedicated CFO towards each decision.
Specialties
Financial Services
industries
Wealth Management
Testimonial
“As a very small security firm trying to make sure we have all the required insurance policies for potential clients, you and your team have been a life-saver to my company!”
Henry
American Global Management