WHY USE KAIZERMAN
& ASSOCIATES?
Does your financial advisor offer
the following:
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Us |
Other
Advisor |
| Selected by Worth Magazine as one of the best
Financial Advisers in the Country?* |
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| Has over 27 years of financial
expertise? |
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| Provides comprehensive financial planning? |
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| Provides tax planning and preparation? |
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| Is a Registered Investment Advisor? |
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| Licensed as a Certified Public Accountant (CPA)? |
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| Earned designations as a Certified
Financial Planner (CFP®), Certified in Long-Term Care (CLTC)
and Chartered Financial Consultant (ChFC)? |
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| Licensed in Securities through Royal Alliance
Associates Inc., an independent registered Broker-Dealer? |
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| Licensed by the Commonwealth
of Massachusetts as an Insurance Producer for Life and Health
Insurance, as well as Annuities? |
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| Maintains professional liability insurance? |
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*Worth Magazine requires the
submission of an extensive questionnaire, financial plan and
a letter of recommendation. Worth then reviews and verifies
this information for clarity, completeness and attention to
individual needs, prior to making its selection.
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