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NF Wealth Mangement

Financial Planner

1.0★★★★★(4 reviews, from external sources)

Business Contact

PHI Hung Nguyen
Principal
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    Contact Information

    NF Wealth Mangement
    4300 Stevens Creek Blvd, San Jose, CA 95129
    San Jose
    Get Directions
    Closed now8:00 AM – 5:00 PM
    • Monday8:00 AM – 5:00 PM
    • Tuesday8:00 AM – 5:00 PM
    • Wednesday8:00 AM – 5:00 PM
    • Thursday8:00 AM – 5:00 PM
    • Friday8:00 AM – 4:00 PM
    • SaturdayClosed
    • SundayClosed
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    Fax
    (408) 343-0695
    Social Media
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    Business Description

    NF Wealth Management's investment philosophy focuses on preserving clients' wealth while seeking attractive potential returns relative to their risk tolerance. The firm takes a tactical approach to portfolio management, utilizing asset allocation, diversification, and active management to design the right portfolio for each client. NF Wealth differentiates itself by offering a fully open architecture investment platform and providing various fee options for its services. The firm's team has extensive experience in financial advising, and utilizes research resources from leading institutions to manage clients' assets. NF Wealth is dedicated to helping clients pursue their financial goals with trusted advice, relentless support, and dedicated investment management.

    Employees
    11
    Annual Sales
    $500,000 - 999,000
    Founded
    2007
    Years in Business
    19
    Restroom
    Yes
    Wheelchair Accessible
    Parking, Restroom, Yes

    Industry: Legal and Financial » Financial Planner

    Engaged in:
    • Financial Planner
    ISIC Codes
    6619
    NAICS Codes
    5239

    Questions & Answers

    1. 1.How long has NF Wealth Mangement been in business?

      NF Wealth Mangement has been in business for 19 years.

    2. 2.What is NF Wealth Mangement's phone number?

      NF Wealth Mangement's phone number is (408) 963-2267.

    3. 3.Where is NF Wealth Mangement located?

      NF Wealth Mangement is located at 4300 Stevens Creek Blvd, San Jose, CA 95129. Get Directions.

    4. 4.What are NF Wealth Mangement's hours?

      NF Wealth Mangement is open during the following hours: Monday - Thursday: 8:00 AM – 5:00 PM; Friday: 8:00 AM – 4:00 PM; weekends: Closed.

    5. 5.Who is the primary contact at NF Wealth Mangement?

      The primary contact at NF Wealth Mangement is PHI Hung Nguyen (Principal).

    6. 6.Who else works at NF Wealth Mangement?

      NF Wealth Mangement also has 1 other listed contact: Phil Nguyen.

    7. 7.What is NF Wealth Mangement's website?

      NF Wealth Mangement's website is www.nfwealth.com.

    8. 8.What is NF Wealth Mangement's annual sales?

      NF Wealth Mangement has annual sales of approximately $500,000 - 999,000.

    9. 9.How big is NF Wealth Mangement?

      NF Wealth Mangement employs approximately 11 people.

    10. 10.How many employees does NF Wealth Mangement have?

      NF Wealth Mangement has approximately 11 employees.

    Historical Information

    Old business websites and emails that no longer exist, informational purposes only.

    phil@nfwealth.comjeannie@nfwealth.comamber@nfwealth.comtodd@nfwealth.com

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