Kirsner Wealth Management

Kirsner Wealth Management

Financial Services, 5350 W Hillsboro BLVD, Coconut Creek, Florida, 33073, United States, 1-10 Employees

kirsnerwealth.com

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phone no Phone Number: +18*********

Who is KIRSNER WEALTH MANAGEMENT

Kirsner Wealth Management is a full-service, conservative wealth management and retirement insurance planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on c...

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  • 5350 W Hillsboro BLVD, Coconut Creek, Florida, 33073, United States Headquarters: 5350 W Hillsboro BLVD, Coconut Creek, Florida, 33073, United States
  • 1972 Date Founded: 1972
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 524126 | Show More

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Kirsner Wealth Management Org Chart and Mapping

Employees

Stuart Kirsner

National Chief of Planning

Natalie Bruce

Administrative Assistant

Brianna Shepard

Director of Client Operations

Craig Kirsner

President, Retirement Planning Services

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Frequently Asked Questions Regarding Kirsner Wealth Management

Answer: Kirsner Wealth Management's headquarters are located at 5350 W Hillsboro BLVD, Coconut Creek, Florida, 33073, United States

Answer: Kirsner Wealth Management's phone number is +18*********

Answer: Kirsner Wealth Management's official website is https://kirsnerwealth.com

Answer: Kirsner Wealth Management's revenue is $1 Million to $5 Million

Answer: Kirsner Wealth Management's SIC: 6282

Answer: Kirsner Wealth Management's NAICS: 524126

Answer: Kirsner Wealth Management has 1-10 employees

Answer: Kirsner Wealth Management is in Financial Services

Answer: Kirsner Wealth Management contact info: Phone number: +18********* Website: https://kirsnerwealth.com

Answer: Kirsner Wealth Management is a full-service, conservative wealth management and retirement insurance planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on creating a retirement plan that is in line with their goals and needs. We provide comprehensive risk analysis and income analysis services as well. We have a strong team of professionals and can refer you to professionals such as Estate Planning Attorneys who focus on creating Estate Plans designed to help minimize the risk to the assets you leave to your Children and Grandchildren, protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline. Craig Kirsner, MBA, is the President of Kirsner Wealth Management and has been licensed in the insurance business for 25 years. We're not just a family owned business....Family is our business!! Insurance services provided through Kirsner Wealth Management. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Kirsner Wealth Management are not subject to Investment Advisor requirements. AEWM and Kirsner Wealth Management are not affiliated companies. "Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Kirsner Wealth Management are not affiliated companies." Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1390400 7/22.

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