| Name | Title | Contact Details |
|---|---|---|
Christopher Collins |
Vice President of Growth | Profile |
Nikhil Lakhanpal |
Co-Founder | Profile |
Woldoff Associates is a Morrisville, PA-based company in the Financial Services sector.
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Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Vintage Financial Services, LLC is a Ann Arbor, MI-based company in the Financial Services sector.
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