Company Information

Get to know severn financial solutions, llc

Severn Financial Solutions, LLC is an independent, fee-only registered investment advisory firm dedicated to providing comprehensive financial planning and investment management services. Founded on the principle of placing clients' interests first, the firm operates as a fiduciary. They offer personalized strategies for retirement planning, wealth accumulation, asset protection, and estate planning, primarily for individuals, families, and small business owners. Their fee-only model ensures they are compensated directly by clients, avoiding commissions and the potential conflicts of interest associated with product-based sales.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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severn financial solutions, llc

United States

Founded in

2008 (18 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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.