I use my over thirty years of experience monitoring my client's accounts DAILY, following trends to stay ahead of market conditions, so you can act appropriately, instead of re-acting to fears, contacting clients regularly to discuss their portfoilio for success and peace of mind. Planning is a long term committment through your ever changing life and retirement, not a one shot deal
I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals.
I treat my clients with the focus and respect I would expect for myself. While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future. My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be
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Stocks are the best long-term way to build wealth, but another significant market downturn might jeopardize your financial goals. Standard, buy-and-hold investment portfolios follow the market up and down. Our tactical approach, on the other hand, invests in asset classes based on their expected returns and risks – attempting to avoid significant market downturns, but to participate in market upside.
For top-of-the-line business tax preparation, financial services and planning, and tax accounting, check out Brad M Capland, CPA PC now. Consider hiring Brad M Capland, CPA PC. They specialize in helping clients protect their principal.
This local financial services company offers cpa firm, bookkeeping, and tax preparation for entrepreneurs and businesses. Their services include investment advice and portfolio instruction. Peter Witts, CPA offers business tax preparation, accounting, and tax preparation at negotiable price.
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My background in the financial services industry gives me a unique perspective on how to help clients meet their goals. My analytical background in accounting and as a Chartered Financial Analyst(CFA) allows me to go in-depth into a client's situation and come up with the best way to help the client meet their goals.
Every client, no matter how big or small, is important to me. I know firsthand how it feels to be treated differently, and I believe that everyone deserves to be treated with the same level of attention and respect no matter how much money they have, where they are from or what their occupation is. Growing up, my parents - who were immigrants - didn't have anyone to help them with financial advice or tax questions. I want that to change that for others.
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Check out these business financial advisors if you want to get quality services at a reasonable price. Millenium Financial Services has gained several positive customer reviews from clients. This expert will help you with your company's accounting and financial planning process on any given day.