Verified recordFinancial Services

Jacob Halberstam

Director of Financial Planning at Equinum Wealth Management

Based in Brooklyn, United States

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Seniority

Director

Department

Finance & Accounting

Location

Brooklyn

Industry

Financial Services

Company size

6

Contact information

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Email

1 credit

j•••••••@equinum.com

Phone

5 credits

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Background

About Jacob Halberstam

Do you feel like you are gambling with your life savings? Do you keep on accepting investment advice from your brother-in-law's best friend only to find out the hard way that they are usually just a huge pile of sheer horse-pucky? Do you feel like you are constantly buying high and selling low? It might be time to contact a professional! Our social media posts are not investment recommendations. Please read our full disclosures at admin.equinum.com/uploads/1595364657643-Equinum%20Disclosures.pdf I wouldn't go as far as to say, that investing is something that "you shouldn't try at home". But chances are, you can gain a lot from a professional opinion. We can help you with: • Investments • Retirement planning • Education planning • Estate planning • Trusts • Wills • And much more And the most important thing to point out; we are FIDUCIARIES. We are obligated to work in your best interests. Don't be shy! contact me to take advantage of a complimentary portfolio analysis, get a better view of where you are in your financial journey, and most importantly - stop gambling! jhalberstam@equinum.com Our social media posts are not investment recommendations. Please read our full disclosures at https://equinum.com/files/disclosures

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Jacob Halberstam Email & Phone Number @ Equinum Wealth Management | Kipplo Discover