Our top priority as financial advisors is providing our clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, we have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.
At RBC Wealth Management our clients will enjoy the attention they expect from us, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.
Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.
We invite you to explore our website to learn more about what sets RBC Wealth Management apart and why we've put our trust in RBC Wealth Management as our new business home.
Contact us
We are proud to serve clients in multiple locations. We invite you to contact us to set up a meeting in one of our convenient locations:
200 Park Avenue, 2nd floor Florham Park, NJ 07932
1 Jericho Plaza, Suite 202 Jericho, NY 11753
Aaron Freedman
Marguerite Kircher
