Twenty Twenty Investment Advisors
visit site- Undisclosed
- 2 - 9 employees
- Spokane, WA
Twenty Twenty Investment Advisors is a financial advising & planning company. Their small team is in Spokane, Washington. Their team provides financial advising & planning.
Client Insights
Industry Expertise
This provider has not added their industry expertise.
Client Size Distribution
This provider has not added their client sizes.
Common Project Size
<$10K 1 project
Clients
This provider has not added their key clients.
Highlights from Recent Projects
Twenty Twenty Investment Advisors partnered with Green Leaf Business Solutions to provide financial advising services. The primary goal was to enable the business solutions firm to offer 401(k) services to their clients. The team from Twenty Twenty Investment Advisors, led by their Director of Financial Planning, Josh, offered annual reviews and enrollment meetings among other tasks. The collaboration began in October 2019 and is ongoing, with Green Leaf Business Solutions having invested about $25,000 so far. After a year of discussions and planning, Green Leaf was confident that they had found the right professional team for their needs. The partnership was initiated after a referral at a trade show.