Company Information

Get to know Money Savvy Financial, LLC.

Founded by Lindsey Young, CFP®, Money Savvy Financial, LLC operates as a Registered Investment Adviser (RIA) with a fiduciary duty to act in its clients' best interests. The firm specializes in creating personalized and comprehensive financial plans that cover areas such as retirement planning, investment management, tax strategies, and estate planning. They follow a fee-only compensation model, meaning they are paid directly by clients and do not receive commissions for selling financial products, which is intended to ensure impartial advice.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Money Savvy Financial, LLC.

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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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.