Our Team
At AURUM Financial Group, our strength lies in a dedicated team of professionals specializing in financial planning, insurance, and investments.
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Together, we share a single goal: to guide every client with care and precision, taking into account both personal and business realities
“Our collaborative approach ensures clear advice, tailored strategies, and ongoing follow-up so you can move forward with confidence toward your financial goals.”
A Multidisciplinary Offering
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AURUM Financial Group works closely with external partners to deliver a multidisciplinary service perfectly suited to your needs.
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This integrated approach brings together several professional fields to protect your assets and support your long-term growth.
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Feel free to ask us to connect you with an external partner when needed, to enhance your planning and ensure seamless continuity aligned with your goals.
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Tax Specialists
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Accountants
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Actuaries
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Notaries
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Lawyers
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Mortgage Brokers
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Private Bankers
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Property and Casualty Insurance Brokers