William Pfeiffer R Jr CFP
About
William Pfeiffer R Jr CFP is from Tolland, Connecticut, United States. William Pfeiffer is currently Financial Planner, Investment Advisor & Chief Compliance Officer at New England Guild Wealth Advisors. In William Pfeiffer's previous role as a Portfolio Manager at Apex Investment Services, Inc., William Pfeiffer worked in until Aug 2010.
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William Pfeiffer R Jr CFP's current jobs
• Develops strong client relationships by providing excellent service, advice and counsel. • Gathers client information and goals to create and present MoneyGuide financial plans for clients. • Researches investments and allocates client assets in accordance with investment policy statements. • Serves as Chief Compliance Officer; performs quarterly, semi-annual and annual compliance reviews and filings. • Researches and resolves IT and phone system issues in the office internally.