Michael Woloshin- Financial Advisor Medford, NJ

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About Michael Woloshin

At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.

Review current investments — We conduct a review of the client’s current investment portfolio.

Outline financial objectives — Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.

Identify investment opportunities — Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio’s performance and also identify any life changes that may impact their investment strategy.

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Disclosures

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Additional Detailed Disclosures

http://downloads.financial-resources.org/books/picy/

Disclaimer

Investment Advisory Services offered through Woloshin Investment Management, LLC, a Registered Investment Advisor.

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Michael Woloshin

Woloshin Investment Management