ABOUT TACTIVEST
Our Story
After working at various Broker Dealers for many years, our founder saw the multitude of unnecessary fees that his clients were being charged and a commission based sales culture. He founded Tactivest in 2014 on the ideology of offering extensive services, non-commission products, reduced fees and more custodial options and freedom for our clients. Today, our firm is proud to have the ability to focus on the most important needs of our clients while providing comprehensive fiduciary services.
WHY US
Your Future
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Knowledge That Can Serve Your Needs
Our Financial Advisors have over fifteen years of experience. We believe in providing a holistic approach to your situation while working with you to reach your financial goals. Our team is committed to performing their services with integrity, excellence, and professionalism.
OUR COMMITMENT
A Firm You Can Trust
We pledge to make sure that all your financial needs are met to the best of our abilities. Through consistent communication and creating personal relationships, we strive to offer the best financial advice that is customized to your lifestyle and financial goals. If we find that you may need service in other areas, we work closely with a network of select professionals that we'd be happy to refer you to.
Tactivest truly cares about your satisfaction and happiness with our services, and we try our best to make sure your financial goals and plans are met by our company.
