HOlistic Approach to planning

A J Feldman Financial helps create a path for our clients to help achieve their financial goals as we look at every aspect contributing to financial health.

Specialties

The Services we provide 

Financial Planning

Asset Management

Retirement Strategies

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Education Planning

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Estate and Legacy Review

Charitable Gifting

Fee Chart

Breakpoints %
$ 0 $ 100,000 1.50
$ 100,001 $ 500,000 1.25
$500,001 $1,000.000 1.00
$1,000,001 $5,000,000 0.90
$ 5,000,001+ Negotiable