Company Information

Get to know Econologics Financial Advisors

Econologics Financial Advisors is a financial planning and investment advisory firm that exclusively serves the owners of private practices, such as dentists, veterinarians, optometrists, and physicians. Their mission is to help these professionals achieve financial prosperity and security by creating a comprehensive and customized financial plan that integrates both personal and business finances. The firm was founded on the principle of providing a structured, logical approach to financial management, offering services that include investment management, retirement planning, risk management, tax planning, and estate planning, all tailored to the unique challenges and opportunities faced by practice owners.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Econologics Financial Advisors

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.