Angela Excellent Enterprise

1. Core Purpose
To provide financial services that help individuals, businesses, and institutions manage, grow, and protect their money.

2. Typical Activities
Investment & Wealth Management – managing client portfolios, mutual funds, retirement plans, will writing and trust writing.

Financial Advisory – offering advice on personal finance, business finance, tax planning, and retirement.

Insurance Services – providing life, health, property, and business insurance products.

Banking Services – savings, loans, credit facilities, and refinance.

Capital Raising – assisting businesses in getting funding through loans, bonds, or equity.

Risk Management – assessing and mitigating financial risks for clients.”