 |
|
 |
 |
|
|
Forum
-> Household Management
-> Finances
amother
|
 Wed, May 01 2024, 8:14 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
| |
|
| Back to top |
 0
 0
|
BKT
|
Tue, Jul 30 2024, 10:12 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.
| |
|
| Back to top |
0
0
|
|
amother
Snow
|
Tue, Jul 30 2024, 10:14 am
|
Elliot pepper from northbrook financial
| |
|
| Back to top |
0
1
|
|
amother
Coffee
|
Tue, Jul 30 2024, 11:37 am
| BKT wrote: | | 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. |
Thanks what’s your name
| |
|
| Back to top |
0
0
|
| Related Topics |
Replies |
Last Post |
|
|
Universal credit advisor
|
16 |
Tue, Sep 17 2024, 6:15 am  |
|
|
Budgeting App
|
5 |
Tue, Sep 10 2024, 12:44 pm |
|
|
Best free budgeting app
|
5 |
Mon, Sep 09 2024, 9:27 am |
|
|
Health issue with financial disaster attached
|
6 |
Tue, Jul 09 2024, 11:57 am |
|
|
Looking for a financial business advisor
|
3 |
Mon, Jun 24 2024, 1:08 pm |
|
|
Imamother may earn commission when you use our links to make a purchase.
© 2024 Imamother.com - All rights reserved
|  |
 |
|
 |
|
|
