Brian Shleifer - Financial Advisor | Port Orange, FL

Total Hires: 2 times
Service Area: Port Orange, FL
Team Size: 5 employees
Business Duration: 4 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

My team focuses on education and responsible financial planning to create a vision for our clients knowing their hard work now will yield a good retirement. I take pride in developing client relations and creating positive interactions. We help clients in developing financial plans, investment strategies, risk mitigation techniques and overall wealth accumulation.

A bit about myself: My name is Brian, I’m a former Law Enforcement Officer, Army Veteran, Father of two amazing boys. Each client I work with, experiences the upmost confidentiality, attention, and time deserved to cater products that are going to fit into your lifestyle.

I provide help and support with Investments, retirement planning, insurance and would love to meet with you and your family to find a solution to create todays worries into tomorrows stability.

Contact info is provided below and I’m open to meeting via Zoom, Teams, in-person, and via phone.

I appreciate your time in advance and look forward to earning your trust.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Brian Shleifer
- Completed on 11/18/2022

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