Kirsner Wealth Management is a full-service, conservative wealth management and retirement insurance planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on creating a retirement plan that is in line with their goals and needs.
We provide comprehensive risk analysis and income analysis services as well.
We have a strong team of professionals and can refer you to professionals such as Estate Planning Attorneys who focus on creating Estate Plans designed to help minimize the risk to the assets you leave to your Children and Grandchildren, protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline.
Craig Kirsner, MBA, is the President of Kirsner Wealth Management and has been licensed in the insurance business for 25 years.
We're not just a family owned business....Family is our business!!
Insurance services provided through Kirsner Wealth Management. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Insurance products are offered through the insurance business Kirsner Wealth Management. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Kirsner Wealth Management are not subject to Investment Advisor requirements. AEWM and Kirsner Wealth Management are not affiliated companies. "Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Kirsner Wealth Management are not affiliated companies."
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 1390400 7/22.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 5350 West Hillsboro Blvd, Suite 103, Coconut Creek,fl 33073,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stuartplanning.com
- Keywords
- Lifetime Income Planning, Fixed Index Annuity, Life Insurance, Life Settlements, Legacy Planning, Wealth Management.
- HQ
- Coconut Creek, FL
Kirsner Wealth Management Questions
Kirsner Wealth Management's website is stuartplanning.com
Kirsner Wealth Management's LinkedIn profile is https://www.linkedin.com/company/kirsner-wealth-management
Kirsner Wealth Management has
4 employees.
View email and phone details for 4
employees at Kirsner Wealth Management.
Kirsner Wealth Management's industry is
Financial Services
Kirsner Wealth Management's top competitors are
Nature Coast Financial Advisors, Inc.,
Libertas Financial Advisors,
Nextgen Ai,
Braeburn Family Office Llc,
3cstructures,
Thatcher Wealth Management,
Pinnacle Retirement Advisors,
Agape Wealth,
Akin Investments, Llc,
Rwm Capital Llc.
Kirsner Wealth Management's categories are Financial Services
Kirsner Wealth Management's founding year is 1972
