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Languages Spoken: English, Russian, Hebrew, Yiddish and German
As your Investment Advisor, it is my duty to understand you as a person first and then as an investor. My approach begins with a detailed discussion of what your life has been, what you want it to be in the future, and how your savings will facilitate the lifestyle you desire. I firmly believe that each individual and family is unique in their pursuit for financial stability, flexibility and security. Understanding Your Needs I realize how important and confusing it can be to navigate through the financial environment. I take extra care to listen and then communicate in a language you will understand. It is my job to ensure that you have options for your financial solutions and a clear path to a financially secure future. My Specialities:
Investment Portfolio Management
Investment Planning
Retirement Planning
Will and Estate Planning
Philanthropy
Income and Asset Preservation