Slosberg Financial Solutions provides of a variety of services including:
We will listen to your Personal and Financial goals and needs, help you refine your goals, analyze and develop a custom plan, implement and monitor the plan, and manage your funds. This includes planning for significant events like retirement or buying a home.
We will work with you to develop a custom plan to pay for college.
We offer life, health and Long Term Care and Disability Insurance.
We prepare personal, partnership, trust or estate taxes.
We will explain any notices that you received from the IRS or the state, and determine an appropriate action action to resolve the issue.
We can work with you to collect all assets for an estate and handle the required tax filings.
Copyright 2007-2018 Slosberg Financial Solutions LLC. All rights reserved. Slosberg Financial Solutions LLC is a Registered Investment Advisor in the state of New Jersey.