Company Information

Get to know Professional Insurance & Income Tax

Founded on the principle of building lasting client relationships, Professional Insurance & Income Tax operates as a full-service insurance and income tax agency. The company offers personalized services to individuals and businesses, focusing on finding the right coverage at competitive prices for various insurance needs, including auto, home, business, life, and health. In addition to their insurance offerings, they provide professional income tax preparation and planning services, aiming to be a one-stop-shop for their clients' core financial protection and tax compliance needs.

Industry

Financial InsurancePRIMARY
Financial Other Service

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Professional Insurance & Income Tax

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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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.