About My Practice
j. fierstein Financial Advisors is an independent, fee-based financial advisory firm that provides investment management services and fully integrated financial planning with emphasis on investment, retirement, estate planning, college funding, tax efficient strategies, cash management and risk assessment to individuals, families, and small businesses.
> A broad range of services and non-discretionary investment accounts are provided to all age groups and levels of income. These may include: IRAs, Roth-IRAs, Rollover IRAs, 401(k) rollovers, 529 plans.
> Portfolio strategies are customized for each individual investor.
> Secure state of the art technology is used to provide you performance reports and investment analysis.
Experience
32 years Investing experience 18 years Financial Services experience
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: MA, Health/disability insurance: MA, Fixed annuities: MA, Variable annuities: MA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Registered Investment Advisor
Broker-Dealer Affiliation
Royal Alliance Associates, Inc.
Broker-Dealer Disclaimer
Advisory services offered through j. fierstein Financial Advisors, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
Considerations: AUM fee ranges from 1% to .50% per annum
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
