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Malik J Khaliq Financial Advisor,

4300 East 53rd Street, Davenport, IA 52807View on Map

Description

Malik is dedicated to helping you achieve one of your most important life goals by providing the most professional financial services possible to fit your individual situation. He assists corporations, businesses, physicians, business owners, non-profit organizations, individuals and families in management of their financial affairs and wealth plans. To help his clients capitalize on the opportunities available in the marketplace, he calls on his international background and over 16 years of experience in the financial services industry. An initial in-depth interview to understand client needs and objectives, suitability of their current investments, insurance and other financial needs. A follow-up meeting to present a financial strategy. This translates client needs into specific goals, diversifying the assets and matching appropriate professional portfolio managers or investment strategies to help achieve those goals. Ongoing consultation and reviews to monitor the progress towards goals. A commitment to establish a long-term structured, professional relationship, based on high ethical standards and uncompromising integrity.

Basic Details

  • Legal Service
  • Accountant Services, Tax Preparation Services, Bookkeeping
    Accountant Services, Tax Preparation Services, Bookkeeping, Payroll Processing, Finance & Accounting Training, Income Tax Filing, Business Tax Planning, Cash Flow , Financial Forecasts , Business Entity Selection, Income Tax Preparation, Banking Services, Auditing Services, Estate Planning, Financial Planning
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  • 10 - 15 Years
  • 4300 East 53rd Street
  • We Are Open 24 X 7

Location