Ziad Wehbe

Managing Director at Balfour Capital - Brighton, NY, US

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N/A
Location
Rochester,New York,United States
Company
Balfour Capital
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Balfour Capital logo, Balfour Capital contact details

Balfour Capital

Brighton, NY, US • Not Available Employees
Investment Bank/Securities Brokerage

We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to maximize retirement contributions while minimizing current tax liabilities.We focus on smaller company plans ranging from 1 participant (Self-employed) to 100 participants. We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.

Wealth Advisory Investment Management Retirement Plan Consulting 401k Plans Individual 401k Plans SEP IRA Cash Balance Plans Adviser Managed Portfolios Tax Managed Accounts Socially Responsible Investing
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Ziad Wehbe currently works for Balfour Capital, LLC.
Ziad Wehbe's role at Balfour Capital, LLC is Managing Director.
Ziad Wehbe's email address is ***@balfourcapital.net. To view Ziad Wehbe's full email address, please signup to ConnectPlex.
Ziad Wehbe works in the Investment Management industry.
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