Adam Glatzer
Financial Representative at Inspired Wealth Strategies
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
—
Company size
6
Contact information
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a•••••••@inspiredwealthstrategies.com
Phone
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Background
About Adam Glatzer
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge of retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I help people protect the ones they love through various financial products and solutions to meet their needs. I offer a broad portfolio of individual insurance protection and financial products and services for high-net-worth families, businesses, and institutions. Along with a team of professionals, I guide my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
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