JFH-AC Financial Service Inc

Berkson Asset Management in Woodland Hills, CA offers a unique approach to wealth management, focusing on helping clients transition from wealth-building to wealth-enjoying. With a team of experienced wealth advisors who specialize in financial planning, investing strategy, tax and estate planning, trust services, and insurance coverage, Berkson Asset Management ensures that all aspects of a client's financial life are carefully managed and connected. The firm's talented wealth advisors, including Alex Kimura, Lorenzo Riley, Steve Berkson, and Carol Ann Casebolt, bring a wealth of experience and expertise to help high net worth clients achieve their financial goals and create a successful future. By providing comprehensive wealth management services and personalized financial planning strategies, Berkson Asset Management helps clients protect and grow their wealth for generations to come.Generated from the website

SpecialtiesMaking Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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