David Bailin Email and Phone Number
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David Bailin personal email
David Bailin phone numbers
Working with clients to achieve their dreams by integrating their investment, insurance and financial plans.Specialties: Your Dreams are Our Goals!Address: 2277 Route 33, Suite 415, Hamilton, NJ, 08690
Personal Wealth Strategies
View- Website:
- personalwealthstrategies.com
- Employees:
- 7
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OwnerPersonal Wealth Strategies Jun 1984 - Present2277 Route 33, Suite 415, Hamilton Nj, 08690David L. Bailin, ChFC, CLU, CLTC has been helping clients accumulate wealth and reduce taxes* for the last 23 years. In 1996 David founded his own Financial Services Agency.Professionally, David has been invited to speak on Finance and Employment issues at Rutgers University and the New Jersey Department of Labor. He was also a featured speaker at the Small Business Week Conference sponsored by the City of Trenton. He regularly speaks to Physician groups at Robert Wood Johnson, JFK, Jersey Shore, Jersey City, St. Francis, St. Peter’s, as well as other Medical Centers. David has been interviewed as an expert on WCTC's You and Your Money, and in several periodicals including The Home News, The Asbury Park Press and Advisor Today magazine.The focus of David's financial practice has been in providing advice to clients helping them to make smart decisions about their money. His investment strategies fully utilize the principles of the 1990 Nobel prize-winning Modern Portfolio Theory.David L. Bailin is an Investment Advisor Representative of and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC and a Registered Investment Adviser. Personal Wealth Strategies and Woodbury Financial Services, Inc., are not affiliated entities.
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OwnerPersonal Wealth Strategies For Physicians Jun 1984 - PresentDivision of Personal Wealth Strategies focusing on the financial needs of Physicians, Fellows and Residents.
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ManagerPrudential Preferred Financial Services 1987 - 1995
David Bailin Education Details
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Finance, Marketing -
Fi360Accredited Investment Fiduciary (Aif) (R) -
The American CollegeClu
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The American CollegeChfc
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The Corporation For Long Term Care CertificationCltc
Frequently Asked Questions about David Bailin
What company does David Bailin work for?
David Bailin works for Personal Wealth Strategies
What is David Bailin's role at the current company?
David Bailin's current role is Financial Advisor who turns dreams into attainable goals through disciplined structure and planning.
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What is David Bailin's direct phone number?
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What schools did David Bailin attend?
David Bailin attended Lehigh University, Fi360, The American College, The American College, The Corporation For Long Term Care Certification.
Who are David Bailin's colleagues?
David Bailin's colleagues are Vincent O'brien, Edward W. Schuler, Jr. Chfc, Aif, Diane Moscatello.
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