Birds Eye Wealth Planning
Financial Services - Neptune City, New Jersey, United States
Birds Eye Wealth Planning Employees
Birds Eye Wealth Planning Details
At Birds Eye Wealth Planning, we work closely with you to develop a truly comprehensive and thorough goals based financial plan. We become your partner in achieving your financial goals. Birds Eye is the culmination of everything Rob Walsh, President of Birds Eye, learned, both good and bad, over the past 20 years in corporate and personal finance. Rob's planning process has evolved over the years and today it involves a truly comprehensive and macro (bird's eye) view of your finances. Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning.To learn more about Birds Eye Wealth Planning and for full disclosures, visithttps://www.birdseyewealthplanning.com/--Check the background of your financial professional on FINRA's BrokerCheck.Securities offered through Securities America, Inc. Member FINRA (www.finra.org) /SIPC (www.sipc.org). Advisory services offered through Securities America Advisors. Birds Eye Wealth is not affiliated with the Securities America companies.Representative is licensed to offer insurance in the following states: FL, NJ, NY, PA, SCThird-party comments may not be representative of all client experiences.
Birds Eye Wealth Planning Technologies
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