Senior Client Service Associate at Biegel Waller Investment Advisory Services - Columbia, MD, US
Biegel Waller Investment Advisory is an independent, privately held financial advisory firm serving high net worth clients. We develop, implement and oversee customized financial solutions to address the needs and concerns of our diverse client base. We deliver peace of mind to our clients though a clear and thoughtful approach to financial planning and an investment management process focused on delivering long-term, risk managed returns consistent with that plan. Our unbiased, client-centric service model focuses on independent research, customized solutions and exceptional client service.