Cassandra Kirby

Chief Operating Officer, Chief Compliance Officer, Private Wealth Advisor at Braun-Bostich & Associates, Inc. - Canonsburg - Pa, PA, US

Cassandra Kirby's Colleagues at Braun-Bostich & Associates, Inc.
Tammy Pompei

Associate Financial Planner

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Amy Braun-Bostich

Founder & CEO, Private Wealth Advisor

Contact Amy Braun-Bostich

Cassandra Kirby's Contact Details
Email (Verified)
***@braun-bostich.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Canonsburg,Pennsylvania,United States
Company
Braun-Bostich & Associates, Inc.
Cassandra Kirby's Company Details
Braun-Bostich & Associates, Inc. logo, Braun-Bostich & Associates, Inc. contact details

Braun-Bostich & Associates, Inc.

Canonsburg - Pa, PA, US • 5 - 9 Employees
Financial Services

As a Registered Investment Advisory (RIA), Braun-Bostich & Associates, Inc. believes that implementing unique wealth management strategies around reducing taxation, gifting and keeping up-to-date on an ever-changing regulatory and legislative environment becomes imperative to achieving good planning results. Helping clients allocate assets, create trusts, provide for a legacy, utilize gain/loss harvesting, provide personalized income strategies, implement risk management strategies and asset location strategies are important processes we provide. Ultimately, we all want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible.This is what Braun-Bostich & Associates does for their clients - "We provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently".

Retirement Planning Strategies/Financial Planning Wealth Preservation Strategies Tax Planning Strategies Estate Planning Strategies Charitable Giving College Funding Senior Lifestyle Planning Succession Planning Business Retirement Plan Consulting Business Protection
Details about Braun-Bostich & Associates, Inc.
Frequently Asked Questions about Cassandra Kirby
Cassandra Kirby currently works for Braun-Bostich & Associates, Inc..
Cassandra Kirby's role at Braun-Bostich & Associates, Inc. is Chief Operating Officer, Chief Compliance Officer, Private Wealth Advisor.
Cassandra Kirby's email address is ***@braun-bostich.com. To view Cassandra Kirby's full email address, please signup to ConnectPlex.
Cassandra Kirby works in the Financial Services industry.
Cassandra Kirby's colleagues at Braun-Bostich & Associates, Inc. are Tammy Pompei, Amy Braun-Bostich and others.
Cassandra Kirby's phone number is N/A
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