About the Business
Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients.
We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence.
At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.
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- Authentikos Advisory's mission is to ethically and responsibly preserve, protect, and grow our clients assets to provide for a satisfying financial and personal life. We make it a top priority to educate our clients on their finances so that they can take charge of their financial lives and work together create a plan for future financial freedom. Authentikos Financial & Insurance Services specializes in helping successful individuals achieve more. Many end up investing and planning haphazardly instead of working through a comprehensive strategy that systematically addresses the concerns and dangers that face individuals, their families and their businesses. The thought of adding one more item to their task list is daunting, to say the least. By utilizing Authentikos Advisory's systems and strategies, clients realize the benefit of creating a plan that aligns their vision with their investment philosophy.
- (877) 457-4567
- 1295 E Dunne Ave Ste 215, Morgan Hill, CA 95037
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 6:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 6:00 PM
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Sat
Closed
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Sun
Closed