ITA Financial Services
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boutique Service with Large Firm Capabilities
   
 
Welcome to ITA Financial Services
ITA Financial Services is a full-service wealth management boutique that emphasizes client relationships over mere transactions. From our headquarters in South Florida, we serve successful individuals, high-net-worth families, family offices, independent financial advisors, asset management firms, and institutions worldwide.
At ITA, managing wealth is much more than traditional brokerage. It’s about providing intimate one-on-one service that is essential to help build wealth, manage it prudently and pass it on to future generations.
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"Insightful and
Objective advice
tailored to your
current requirements"
 
     
 
   
 
 
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Copyright © 2012 ITA Financial Services, LLC. All rights reserved. Member FINRA and SIPC.
Collateralized Mortgage Obligations (CMO), Asset-Backed Securities (ABS), and other Mortgage-Backed securities (MBS), may include loans for residential homes, credit cards, franchises, second-lien mortgages, home equity, aircraft, and automobiles. Federally sponsored agencies commonly associated with MBS are Government National Mortgage Association, Federal National Mortgage Association, and Federal Home Loan Mortgage Corporation. While there are certain advantages, given each investors particular objectives, including monthly income, MBS, ABS, and other fixed income securities are subject to market conditions, which include credit risk, interest rate risk, market risk, prepayment risk, and spread risk.
Some of the products and services referred to in this website may not be available in your jurisdiction or, because of local offering rules, may be available to a limited number of qualified investors only.
All products and services are subject to terms and conditions. Please check with a Financial Advisor for more information.