Fineberg Financial Management (FFM)

Fineberg Financial Management offers boutique, holistic wealth services. With over 24 years of experience, our responsive, personalized attention is always focused on your unique needs. As an independent hybrid fee structure (customized) Registered Investment Advisor, we connect to a vast ecosystem of smart integrations and strategic partners to support your financial goals and peace of mind. Learn more at finebergfinancial.com. Discretionary Independent Advisory Products and services offered through Fineberg Financial Management LLC, a Registered Investment Adviser. Securities offered through Private Client Services, Member FINRA/SIPC. This brochure is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Fineberg Financial Management LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fineberg Financial Management LLC unless a client service agreement is in place. PCS and FFM do not offer tax or legal advice. Always consult a tax or legal professional regarding your specific situation.

所属行业

金融服务

规模

2-10 人

总部

SEAL BEACH，California

类型

私人持股

创立

2022

领域

Wealth Advisory 、Certified Financial Planner Professional 、Professional Fiduciary 、Investment Advice 、Investment Management 、Asset Management、Financial Consulting、Independent Registered Investment Advisor 、Comprehensive or Special Project Consulting Work、Fixed Income Trading、Equity Trading and Research、Risk Management、Tax & Estate Planning、Custom Investing Portfolio Construction & Review、Collaboration with other Professionals、Pro bono work、Marriage & Divorce Consulting、Retirement Planning、Real Estate and Private Investing和Employer Sponsored Retirement Plans for Employees