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Financial Planning

  • Angelo L

    Thank you for preparing this, it looks great. Hard to believe that with a well thought out plan, provided...

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  • Janina B

    I wish to thank you for encouraging me to have a meeting with Bill when the other meeting time...

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  • Beau B

    Bill Zheng and Investors Direct have a wealth of knowledge about financing investments and wealth building that’s well worth...

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  • Francis F

    Thank you for looking after my investments. Your office staff (Andrew, Lawrence) are most efficient and provide me with...

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  • Ragu

    Many thanks for taking the time to present a fantastic plan and it looks great. More than that I...

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  • Jason W

    Adam has been very professional from the start. I have been dealing with him for a few months and...

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Investors Direct Financial Group

Investors Direct Financial Group (IDFG) was established in 2001.
Our mission is to help our clients achieve and maintain their financial freedom.

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