The Financialist is your digital family office that takes care of all your personal finances. The Financialist is at the intersection of hyper-personalized human advisory coupled with a platform driven approach for transacting in financial products. With the help of the app, an individual can get free qualitative advisory for insurance, taxes, investments and other financial products through connecting with one of the advisors from the team at The Financialist. Alongside the free calls, one can schedule a free discovery call for comprehensive family office services and then decide whether they want to opt for The Financialist’s offering after its comprehensive experience.
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