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Financial advice is most effective when approached from a holistic and comprehensive perspective. In that light, the participation of a team of professionals is encouraged whose collective experience and input can be used to best meet client objectives. Simply put - your advisors should all be on the same page. Please introduce me to your CPA or attorney or if needed, recommendations for CPAs, attorneys, mortgage brokers, insurance experts and others from a network of professionals can be provided who have earned my trust and the trust of my clients.

Our Commitment

At Estrin Asset Management, we are committed to helping our clients identify their objectives, evaluate and implement suitable investment strategies, monitor progress and recommend changes. We cultivate long-term client relationships by seeing you through different stages of your life, from accumulation to distribution to the next generation, earning your trust and confidence along the way.

Our Principle

Every client deserves our full attention, time and patience. Whether you are a novice or an experienced investor, we are available to answer your questions, listen to your concerns, educate you about financial products and services and create a context for the factors that may impact your financial decisions such as market risk, the economy and current events.

If you have any questions or if you would like to schedule an appointment with us, send us an email or call 954-510-7449.