Financial Advisor@ Strategies for Wealth
Great Neck, New York, United States
Jesse Berman
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Queens College
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Tell me more about Jesse Berman?
FlashIntel GPTJesse Berman is a financial advisor at Strategies for Wealth with 3.5 years of experience. Based in Great Neck, New York, Jesse takes a hands-on approach to finance, focusing on personalized care and attention to clients' needs. With a strong background in financial strategy, Jesse is dedicated to building personalized financial strategies that meet their needs and desires. Whether planning for retirement, buying a new home, or preparing to pass on wealth to the next generation, Jesse is committed to a thorough understanding of their clients' priorities.
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About
As an advisor at Strategies for Wealth, I take a hands-on approach to finance. With our protection first philosophy, I believe that every client deserves the highest quality personalized care and attention, with their needs and desires building the foundation of our customized financial strategies. Whether planning for retirement, buying a new home, or preparing to pass on wealth to the next generation, every strategy is grounded in a thorough understanding of our clients' priorities.
Work Experience
Financial Advisor
Financial Services
Jesse Berman's Professional Milestones
- Financial Advisor: Provided strategic financial insights and recommendations to clients, driving financial stability and achieving their business goals.
- Financial Advisor (2020-04-01~2023-03-01): Provided expert financial advice and strategic decision-making to clients, contributing to their financial growth and success.
Education
Certification
Colleagues
Angie Ritter
managing director at strategies for wealth-helping experienced financial professionals build their vision of a perfect practice
Bob Beckett
owner strategies for wealth
Of Talent Birgel
Director of Talent Acquisition
Alexandra Marcos
director of recruiting at strategies for wealth
Booker T. McLean
Recruiting Director
Other Named Jesse Berman
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Jesse Berman works for Strategies for Wealth
Jesse Berman's role in Strategies for Wealth is Financial Advisor
Jesse Berman works in the industry of Financial Services
Jesse Berman's colleagues are Angie Ritter,Bob Beckett,Of Talent Birgel
Jesse Berman's latest job experience is Financial Advisor at Strategies for Wealth
Jesse Berman's latest education in Queens College
