I have worked in the investment and financial planning business since 1990. A lot has changed, but some fundamental aspects have remained the same. Investment advice and wealth management are critical aspects to everyone's lives, but they are seldom the same for every person. Not every shoe fits, and clients deserve more than cookie cutter portfolio management, which has become the become the "norm" it seems. At Volkman Wealth Management, I try to deliver customized solutions to my clients, while delivering the highest level of service. Even more importantly, at a fair cost.
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Banks
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