ORGEL WEALTH MANAGEMENT

Owners

Goods & Services

Tax and taxation planning, advice, information and consultancy services; business consulting services; business succession planning; data compiling and analyzing in the field of insurance; preparing financial reports for others

Financial planning and investment advisory services; financial services, namely, wealth management, investment management, financial planning, and financial retirement plan consulting services; investment management services, namely, financial investment strategy, financial investment portfolio management, monitoring financial markets for investment purposes, and global investment research services; strategic advisory services, namely, estate planning assistance, trust investment services, financial risk management advice services, and insurance analysis in the nature of insurance consultancy; family wealth advisory services, namely, investment management and financial consultancy services, family financial education in the nature of financial consultancy services, financial consulting services in the field of planned giving for non-profit and charitable organizations; financial retirement plan investment management and consulting services; non-profit and foundation investment management and consulting services in the nature of financial consulting services in the field of planned giving for non-profit and charitable organizations