When people think about financial planning and wealth management, they typically think about money. Maram Nashar takes a different approach.
Maram feels that financial planning starts with a deep understanding of and caring for our clients on a personal level. While creating strategies and recommending investments are part of the overall approach, it all begins by understanding you on a meaningful level. She takes the time to listen carefully and ask the right questions. She learns about all aspects of your life: family, personal goals, goals for retirement, legacy needs, and tolerance for risk. Only then can she put a plan in place to help you pursue both your short- and long-term goals.
People come first . . . strategies second.
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Just a Few Things We Can Help With
Maram offers a complimentary consultation for those interested in working with a financial planner on an ongoing basis to help strategize and make better financial decisions.
Contact us now at (518) 220-4257 or email@example.com