Baskin financial consulting, llc

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评论 9
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S
7 几个月前

The financial consulting services received were ex...

The financial consulting services received were excellent. I greatly appreciated the expertise and guidance provided by Baskin Financial Consulting. They helped me navigate complex financial matters with ease. I would highly recommend their services to anyone seeking professional financial advice.

T
7 几个月前

The financial consulting services provided were gr...

The financial consulting services provided were great. I found Baskin Financial Consulting to be very professional and thorough in their approach. I received valuable advice and guidance that helped me make informed financial decisions. Highly recommend!

R
11 几个月前

⭐️ Baskin Financial Consulting, LLC exceeded my ex...

⭐️ Baskin Financial Consulting, LLC exceeded my expectations. Their team was highly knowledgeable and provided exceptional financial consulting services. The advice they provided was invaluable and greatly benefited my financial situation. I am extremely satisfied with their services. ⭐️

S
11 几个月前

I had an average experience with Baskin Financial ...

I had an average experience with Baskin Financial Consulting, LLC. The staff was helpful and knowledgeable, but their services were not exceptional. I felt that they could have provided more personalized advice tailored to my specific financial goals. Overall, it was a decent experience.

D
11 几个月前

👍 Baskin Financial Consulting, LLC is an excellent...

👍 Baskin Financial Consulting, LLC is an excellent company to work with. Their team is knowledgeable, responsive, and they go above and beyond to provide top-notch financial consulting services. I am extremely satisfied with their expertise and professionalism. 💯

B
1年以前

I had a less than satisfactory experience with the...

I had a less than satisfactory experience with the company. Baskin Financial Consulting, LLC did not meet my expectations in terms of their service quality. I encountered difficulties in communicating my needs effectively and felt that my concerns were not adequately addressed.

L
1年以前

✨ Baskin Financial Consulting, LLC is amazing! The...

✨ Baskin Financial Consulting, LLC is amazing! Their team of experts provided me with exceptional financial advice and support. They exceeded my expectations in every way. I'm grateful to have found their services and highly recommend them to anyone seeking professional financial assistance. ✨

J
1年以前

I had an awesome experience with Baskin Financial ...

I had an awesome experience with Baskin Financial Consulting, LLC! Their team was incredibly helpful and provided expert financial advice. They understood my specific needs and helped me develop a tailored financial plan. I couldn't be happier with the results! 💪💼

L
1年以前

I had a less than satisfactory experience with Bas...

I had a less than satisfactory experience with Baskin Financial Consulting, LLC. The quality of their service did not meet my expectations. I felt they could have provided more personalized advice and attention to my specific financial situation. Overall, it was a mediocre experience.

关于Baskin financial consulting, llc

Baskin Financial Consulting, LLC:您在财务规划和投资管理方面值得信赖的合作伙伴

Baskin Financial Consulting, LLC 是一家领先的金融咨询公司,为个人、家庭和企业提供全面的财务规划和投资管理服务。我们的认证财务规划师 (CFP) 和投资顾问团队拥有超过 20 年的行业经验,致力于帮助我们的客户实现他们的财务目标。

我们的服务

在 Baskin Financial Consulting, LLC,我们提供广泛的服务以满足每个客户的独特需求。我们的服务包括:

1. 财务规划:我们提供量身定制的财务规划解决方案,帮助我们的客户实现他们的长期财务目标。我们的 CFP 与客户密切合作,制定涵盖其财务各个方面的综合计划,包括退休规划、遗产规划、税务规划、风险管理等。

2. 投资管理:我们提供个性化的投资管理解决方案,旨在帮助我们的客户在增加财富的同时将风险降至最低。我们的投资顾问使用基于可靠研究和分析的严谨方法来创建适合每个客户特定需求的投资组合。

3. 退休规划:我们通过制定最大化收入同时最小化税收和其他费用的策略来帮助我们的客户规划退休。

4. 遗产规划:我们协助客户制定遗产规划,确保他们的资产在他们去世后按照他们的意愿分配。

5. 税务筹划:我们提供税务筹划建议,旨在为我们的客户最大限度地减少税收,同时最大限度地减少税收。

6. 风险管理:我们通过识别潜在威胁(例如市场波动或疾病或残疾等意外事件)来帮助我们的客户管理风险。

为什么选择巴斯金财务咨询?

选择 Baskin Financial Consulting 作为您在财务规划和投资管理方面值得信赖的合作伙伴的原因有很多:

1. 经验——凭借 20 多年的行业经验,我们拥有指导您度过最复杂的财务状况所需的知识和专业技能。

2. 个性化服务——我们花时间了解每一位客户,并开发满足他们独特需求的定制解决方案。

3. 透明度 - 我们相信在我们的费用、投资策略和绩效方面对客户保持透明。

4. 受托责任——作为受托人,我们有法律义务始终以客户的最佳利益行事。

5. 可靠的业绩记录——我们的投资策略长期表现始终优于市场。

6. 综合方法 - 我们采用综合方法进行财务规划,涵盖客户财务的各个方面,包括退休规划、遗产规划、税务规划、风险管理等。

今天联系我们

如果您正在寻找财务规划和投资管理方面值得信赖的合作伙伴,那么 Baskin Financial Consulting, LLC 就是您的最佳选择。立即联系我们,安排与我们的认证财务规划师或投资顾问之一的咨询,并开始实现您的财务目标!

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Baskin financial consulting, llc

Baskin financial consulting, llc

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