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I would glad to sit down and chat with you about your financial questions. I am an independent, fee-based financial adviser so I do not have quotas about which products to sell.  I listen to each and every one of my clients' individual needs and try to customize a plan that is suitable for their particular experience, tolerance for risk, and life stage.  My goal is to help my clients have financial peace of mind by offering advice in a simple to understand yet personal way.  I have been in the financial services industry since 1992 and have been helping folks with retirement planning, investment management, risk management, tax planning and estate planning.  Because of my experience I can offer advice to my clients from an unbiased perspective with solutions that many have never thought of.   

Please contact my assistant Inese Pevzner at (ipevzner@nextfinancial.com) and let her know when you would like to schedule a Zoom meeting to chat with me about your situation and offer what services and knowledge I have to help you with your situation.

 

Mon: 9:00 AM - 5:00 PM
Tue-Thu: 8:30 AM - 5:30 PM
Fri: 8:30 AM - 5:00 PM
Sat: By Appointment
Sun: Closed