Alan Jeglinski

Financial Planner at Ironridge Wealth Management - Marietta, GA, US

Alan Jeglinski's Contact Details
HQ
770-635-1925
Location
Greater Atlanta Area
Company
Ironridge Wealth Management
Alan Jeglinski's Company Details
Ironridge Wealth Management logo, Ironridge Wealth Management contact details

Ironridge Wealth Management

Marietta, GA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Ironridge Wealth Management focuses on more than just money management. As a wealth management firm, we specifically focus on your entire financial picture, with the goal of building, protecting, and preserving your wealth for you and for future generations. The firm specializes in low and moderate risk portfolios of individually-selected securities designed to produce and grow income. We understand you cannot spend nor can your heirs or charities inherit appreciation that doesn't materialize. We strive to ensure continuity of advisory services to our clients, with the understanding that wealthy clients are more complex and require a higher level of sophistication and customization. Ironridge has selected Charles Schwab & Co., Inc as primary custodian for their clients' accounts. Schwab is a registered broker-dealer and member of Securities Investor Protection Corporation (SIPC). Having Schwab as custodian for client assets provides us access to a wide range of services that help us serve our clients.

Investment advice Financial planning Money management Estate planning Insurable risk assessments Retirement planning College planning Special needs planning Business succession planning Strategies for maximazing use of business Document vaulting Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Ironridge Wealth Management
Frequently Asked Questions about Alan Jeglinski
Alan Jeglinski currently works for Ironridge Wealth Management.
Alan Jeglinski's role at Ironridge Wealth Management is Financial Planner.
Alan Jeglinski's email address is ***@ironridgewealth.com. To view Alan Jeglinski's full email address, please signup to ConnectPlex.
Alan Jeglinski works in the Investment Bank/Securities Brokerage industry.
Alan Jeglinski's colleagues at Ironridge Wealth Management are Michelle Elliott, Brian Stickney, Giovanni Duran and others.
Alan Jeglinski's phone number is 770-635-1925
See more information about Alan Jeglinski