Parsonex Securities
The Power of Partnership
Parsonex is a family of companies that offer financial products, services and solutions across multiple channels to a variety of investors. They provide comprehensive planning, customized investment strategies, and ongoing guidance.
About
Parsonex Enterprises, Inc. is a family of companies that offer financial products, services and solutions across multiple channels to a variety of investors. They provide comprehensive planning, customized investment strategies, and ongoing guidance and advice to help navigate your financial journey.
Their approach is not just about transactions, but about building relationships.
Services
Financial Planning
Comprehensive financial planning process to help identify financial goals, timeframes, and priorities.
Investment Management
Extensive range of investment tools tailored to unique aspirations including core portfolio strategies and alternative investments.
Wealth Management
Comprehensive wealth management for high-net-worth individuals and families.
Alternative Investments
Alternative investment strategies for accredited investors including real estate development, oil and gas, special situations, and entertainment finance.
Retirement Planning
Retirement planning services including IRA rollovers and retirement income planning.
