Birds Eye Wealth Planning
Birds Eye Wealth Planning
3600 NJ-66 #150, #150
Neptune City
New Jersey
07753
United States
Tel: (609) 532-1090
Website: www.birdseyewealthplanning.com/
Business type:
Meet Birds Eye Birds Eye Wealth is the culmination of everything I have learned, both good and bad, over the past 20 years in corporate and personal finance. My planning process has evolved over the years and today it involves a truly comprehensive and macro (bird’s eye) view of your finances. Once the big picture is fully in view, we can see and evaluate the smaller, micro details of your finances to ensure a complete and thorough financial plan. This plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning.
Opening Times
Monday
08:00am - 05:00pmTuesday
08:00am - 05:00pmWednesday
08:00am - 05:00pmThursday
08:00am - 05:00pmFriday
08:00am - 05:00pmSaturday
ClosedSunday
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