Moneta Group
Andrew Bouquet works on the Blair, Sheehan, Steffens Team. Andrew joined Moneta Group because of his desire to develop close, lasting relationships with his clients and to make a positive impact in their lives. Andrew seeks to be a ‘go-to’ trusted advisor for the families he works with. Andrew handles a variety of financial issues facing clients, including cash management, retirement planning, tax planning, however, his training as an attorney has given him a particular affinity for estate planning.
This person is not in the org chart
This person is not in any teams
Moneta Group
1 followers
Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.