Midtown Advisors

Our Mission is to build lifelong relationships with our clients and partners that are rooted in trust.

General Information
Company Name
Midtown Advisors
Founded Year
2013
Location (Offices)
Raleigh, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services
Funding Stage
-
Social Media

Midtown Advisors - Company Profile

Midtown Advisors, founded in 2013, is a Financial Services company with a mission to cultivate long-term relationships based on trust with their clients and partners. Their commitment to personalized service and going the extra mile has resulted in enduring client relationships spanning multiple generations, epitomizing “The Midtown Way.”

As an other business name of Independent Advisor Alliance, LLC, Midtown Advisors provides investment advice through Independent Advisor Alliance, LLC, a registered investment adviser, with securities offered through LPL Financial. They emphasize the importance of personal registration and licensing, conducting business only with residents of the states where they are properly registered or licensed.

The firm’s dedication to personalized service and trust-based relationships has resulted in the loyalty of clients, as evidenced by the multigenerational estate planning services they provide. Their adherence to LPL Financial’s standards and emphasis on client relationship-building reinforce their commitment to professionalism and reliability.

Taxonomy: Financial Planning, Investment Advice, Estate Planning, Retirement Planning, Wealth Management, Estate Planners, Personalized Service, Lifelong Relationships, Trust, Multi-generational Planning, Registered Investment Adviser, Securities Trading, Insurance Services, Business Advisory

Funding Rounds & Investors of Midtown Advisors (0)

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There is no investment information

Latest News of Midtown Advisors

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