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Todd Ferguson

CEO, Chief Investment Officer

JT Stratford, LLC

Gainesville, Georgia


Contact Information

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Company Information

Company
JT Stratford, LLC
Industry
investment management
Employees
21.0
Seniority
C suite
Annual Revenue
7000000.0

Technologies

Outlook Microsoft Office 365 Amazon AWS Salesforce Google Tag Manager Mobile Friendly Node.js Android Data Analytics Python SharePoint IoT Flutter Remote AI Sisense Domo KNIME Splunk Reviews

Keywords

wealth management asset management portfolio management financial planning tax planning investment management portfolio design asset allocation retirement planning estate planning insurance planning client access strategic tax optimization wealth preservation holistic financial planning personalized strategies comprehensive financial services financial health wealth growth financial objectives risk tolerance long-term investment strategies customized investment portfolios investment advisory services professional guidance financial goals financial success transparency integrity client education ethical standards ongoing support market conditions savings strategies tax minimization strategies personalized wealth management digital financial solutions emoney advisor client relationships financial technology innovative solutions compliance life goals dedicated advisors customer relationship summary client testimonials succession planning investment strategies financial analysis charitable giving planning accountability investment performance financial services law practice legal services finance technology information technology & services

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