More Info
Building & preserving your wealth.
- General Info
- We're a group of financial planners with various backgrounds of expertise. We're here to help ALL of OUR clients and their unique needs related to their retirement and financial help. NO future is TOO BIG or TOO small for US. OUR goal is to simply help create a positive future for ALL of OUR clients. AT wealth preservation advisors we understand that financial planning for your future is scary and uncertain. Especially in Today's economy. But. Rest assured that in OUR hands We've helped clients with ALL types of backgrounds successfully and happily retire with their financial hopes and dreams MET and. Often exceeded. We want to help make that dream become a reality for YOU and your Family TOO.
- Neighborhoods
- SoHo, Downtown Manhattan
- AKA
Wealth Preservation Advisor Group, LLC.
- Category
Reviews
12/03/2013
John recently spoke at our Executive Leadership Conference in Boston. The purpose of the event was to provide an overview of money management and to instill attendees with a feeling of empowerment so they are better able to manage their own finances.
The event was sold out with a waitlist weeks prior to its occurrence. John gave a fantastic 2 hour presentation that hit on all the major topics relating to personal finance - i.e. savings goals, insurance, retirement, taxes, debt management, etc. We asked attendees to evaluate the speaker through an anonymous survey - feedback was overwhelmingly positive. Frequent written-in comments pointed to John's excellent presentation skills and extensive knowledge base. Respondents also noted that they felt they had received the tools to improve their money management skills. John was a very warm/outgoing, intelligent and well-spoken presenter, and we are looking forward to inviting him back for future events.
Details
Phone: (347) 269-0100
Address: 101 Avenue Of The Americas, New York, NY 10013
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