Comprehensive Financial Plan


Item Number: 774

Time Left: CLOSED

Value: $2,800

Online Close: May 19, 2022 10:00 PM EDT

Bid History: 0 bids

Description

Comprehensive Financial Plan by Hoboken local, Amy Goldman.  


Amy Frank Goldman CRPC
Founder and President


Amy founded AFG Wealth Management in 2018, building upon her more than 20-year career in the investment management industry. She has held various sales and management roles at some of the largest, most reputable firms in the financial services industry, including Fidelity Investments and Oppenheimer Funds. Amy holds the Chartered Retirement Plan Counselor┬« designation and her Series 7, 63, 65 and 66 securities licenses. Amy is also licensed to offer life, accident and health insurance coverage.


Amy's philosophy, whether our clients are small businesses, endowments or individuals, we strive to give them a client experience that focuses on integrity, the utmost suitability and one involving a dimension of personal communication that most advisors often overlook.