Lieblich Financial Services Employee Directory

Financial ServicesNew York, United States2-10 Employees

Lieblich Financial Services operates in the financial services industry as a boutique advisory firm based in Brooklyn, New York. The firm emphasizes providing comprehensive wealth management through a holistic, single-advisor model and a three-step Lifetime Legacy Process aimed at building, protecting, and preserving clients’ wealth to generate dependable income in retirement. It highlights an integrated approach that considers tax planning as a core component, leveraging the expertise of certified public accountants to address income, estate, gift, trust, and international tax considerations with the goal of reducing tax impact and safeguarding estates. The company positions itself to serve individuals seeking coordinated financial guidance that encompasses tax strategy and long-term wealth planning, with services delivered through partnerships that include registered investment advisory and insurance offerings. Lieblich Financial Services operates from its Brooklyn location and serves clients within a regulatory framework that governs securities, advisory, and related services through affiliated entities and disclosures. }

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