Jeffrey Kerman
Sr Managing Director, J d, Certified Wealth Strategist (Cws), Investment Advisor Representative at Wealth Partners Advisors Llc
Based in Goldens Bridge, United States
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Seniority
Other
Department
Other
Location
Goldens Bridge
Industry
Financial Services
Company size
1
Contact information
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j•••••••@wealthpartners.com
Phone
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Background
About Jeffrey Kerman
I provided a full range of Independent Financial Services Planning strategies for all stages of life * I practiced as an Attorney within the Tax, Trusts & Estates, and Elder Law Practice Areas * I partner with my Clients to help them make informed Planning decisions * Eleven (11) years in the Private Business sector with Fortune 500 Companies Specialties: Wealth Accumulation and Protection Strategies in the context of Family Estate Planning, in order to legally maximize the amount of money that stays within the Family! Advisory Services offered through Premier Wealth Advisors LLC, an SEC Registered Investment Adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
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