"We constantly strive for innovation and reinvention of services – always thinking, ‘How can we best help you?"
At Glazer Financial Network, the road toward meeting investor goals starts with a conversation and the building of trust. We need to know “who” our clients are before we can begin down the path of “what” they want to accomplish. Through our process, we talk with clients about first their needs, goals, and dreams.
We provide investment management advisory services to individuals and businesses seeking preservation of capital, income, and long-term capital appreciation. We believe that a coordinated effort between portfolio management and financial planning is the requisite approach to building a complete wealth management solution and are committed, through financial planning and disciplined money management, to assist investors in realizing their financial goals.
We help our clients accumulate, grow, protect, preserve and transfer their wealth. This includes setting goals, developing and implementing investment strategies and monitoring their impact. We also help our clients take advantage of financial opportunities and avoid financial problems.
Elements of a comprehensive plan may include retirement, estate planning, protection (i.e., insurance), education, budgeting, debt management, and other financial needs, as well as investment advice and management. We consider all aspects of how you view, value, and handle your money and wealth, such as career and work expectations, how you spend and invest your money, and how you will leave a legacy.