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Giselle Arnez
Director Of Protection Planning at Drucker Wealth
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Work Experience
Director Of Protection Planning
Jun 2019 - Present · 5 years and 6 months
Company Details
2-10 Employees
At Drucker Wealth we approach things a little differently. We are a planning first financial firm. If you're looking for someone to sell you a product or tell you everything will be ok (even if it's not...) we probably won't be a good fit! As a third-generation financial firm, we're dedicated to helping you build, protect and preserve your wealth through comprehensive, holistic financial planning and investment management. Whether you’re a high earning professional just getting started, planning to retire in the next few years or somewhere in between, we’ve got a squad of experienced professionals who are excited to help connect the dots in your financial world. Though we are based out of NYC we run a Virtual Planning practice. To learn more about our firm schedule a call with our team! We look forward to connecting with high earning professionals and pre-retirees who are as eager to plan for their future as we are!
Year Founded
1959
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
2 Park Avenue, Suite 300 New York, New York 10016, US
Keywords
Financial PlanningRetirement PlanningWealth ManagementFinancial services for Women in TransitioInvestment StrategyWealth Creatio
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