A complete list of active advisors currently associated with Slosberg Financial Solutions, LLC

Warmer can help you find a great advisor at Slosberg Financial Solutions, LLC or one who fits your needs even better.

Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and supports retirement, education, tax and estate planning. The firm also prepares federal and state tax returns and sells annuities, life and health insurance and other commissioned products as a licensed insurance producer. The firm typically implements portfolios using no‑load mutual funds and exchange‑traded funds with a strategic asset‑allocation approach, global diversification and a laddered fixed‑income strategy; most funds are held for the long term with occasional short‑term opportunities. Investment recommendations are non‑discretionary — trades are executed only after client approval, and the adviser does not accept discretionary trading authority or deduct advisory fees directly from custodial accounts. Notable operational distinctions include its blended compensation model of hourly and fixed fees combined with commissions from insurance and annuity sales rather than a percentage‑of‑assets fee, and an affiliation that routes insurance business through an outside insurance firm. The adviser also provides pension and profit‑sharing plan consulting and seasonal tax consulting for a local CPA, services that extend beyond the typical investment‑management focus of many peers.

To learn more about the advisors currently working at Slosberg Financial Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.