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Forum -> Inquiries & Offers -> Lakewood, Toms River & Jackson related Inquiries

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amother

Sat, Oct 23 2021, 10:21 pm

Can anyone recommend someone that will help me with deciding which investments to invest in?
Thank you

amother

Lotus

Sat, Oct 23 2021, 10:25 pm

Mutual funds

amother

Sat, Oct 23 2021, 10:35 pm

would like to talk to someone

amother

Diamond

Sat, Oct 23 2021, 10:38 pm

Kirschenbaum- Portfolio strategies (845) 352-1919
Extremely honest, been with them for decades and doing very well bH

amother

Pistachio

Sat, Oct 23 2021, 10:40 pm

Following -
do they help with small amounts to invest (20-50K) or only larger sums?

Amarante

Sun, Oct 24 2021, 12:34 am

Open up an index fund with Fidelity or Vanguard as they are low cost and generally yield as much as more actively managed funds which have higher fees.

amother

Wandflower

Sun, Oct 24 2021, 12:35 am

Oakwood

amother

Honey

Sun, Oct 24 2021, 10:03 am

amother [ Pistachio ] wrote:

Following -
do they help with small amounts to invest (20-50K) or only larger sums?

Yes, last I spoke to them their minimum was 25k and we did just that.
Another vote for portfolio strategies, I had a great experience with them.

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Forum -> Inquiries & Offers -> Lakewood, Toms River & Jackson related Inquiries

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