Financial Advisor (not for budgeting)

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Forum -> Household Management -> Finances

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amother

OP ↓

Wed, May 01 2024, 5:14 pm

I'm coming into some money through a yerusha and ld like to discuss with an advisor on how to lower my tax obligations and the best strategy for it going forward based ony family's needs.

Can anyone recommend a licensed advisor who really knows his stuff? Either in person in Lakewood or remote

amother

↑ OP

Thu, May 02 2024, 5:51 am

Bump?

BKT

Tue, Jul 30 2024, 7:12 am

My cousin Shlomo Fingerer works in Aventura office of Northwestern Mutual. He's been getting us all financial planning with his office for free. He lets me give out his contact: Shlomo.Fingerer@NM.com (If you are frum he will make sure that you understand that there is no reason to think you owe him anything for it. He calls it his 'pro bono' work. Feel free to mention my name if you think it will help.

amother

Snow

Tue, Jul 30 2024, 7:14 am

Elliot pepper from northbrook financial

amother

Coffee

Tue, Jul 30 2024, 8:37 am

BKT wrote:

Thanks what’s your name

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