Services
Personal Finance Advisory Consultation (One Session)
- Item Number
- 125
- Estimated Value
- 500 USD
- Opening Bid
- 100 USD
Item Description
Each of us has a question about our finances we've been meaning to delve into. Here's your chance.
Aaron Blumenthal, CPWA, is a VP and registered financial advisor at Merril Lynch and delivers a comprehensive approach to managing wealth that begins with listening to a client's particular needs, concerns and priorities, helping to ensure every strategy is tailored to the client's particular goals. Topics to be covered can include personal financial planning, investment advice, small business management, estate planning and retirement planning analysis, including setting up 529 funds for educational expenses and donor advised funds for charitable giving.
With over 15 years of financial services experience, Aaron advise individuals, families, and businesses by first understanding their short- and long-term financial objectives and then implementing a substantive and customized solution, based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals.
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