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Does the single advisor manage the entire process from initial consultation to final policy placement?
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About Heritas Advisory
Heritas Advisory is an integrated consultancy based in Covilhã, Portugal, that operates throughout mainland Portugal. The firm offers services in wealth management, credit intermediation, real estate brokerage, insurance mediation, and business advisory. Its approach is based on a model called "Maestro," in which a single advisor coordinates the various specialists needed for each client's situation. The company states that it operates in strict compliance with the regulations of the Banco de Portugal and the ASF (Autoridade de Supervisão de Seguros e Fundos de Pensões).
- Website
- heritasadvisory.com
- Phone
- +351910355422
- [email protected]
- Categories
- Insurance, Real estate, Management consulting
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