Jonathan Gerschman

I strive to build custom financial strategies which allow individuals to accomplish their unique goals. Every single person has a different vision of the future for themselves and their families thus creating a blueprint which is built around that is crucial for my clients success. I believe in examining an individual’s full portfolio including pensions, debts and physical assets ensures that all pieces are working together as efficiently as possible.

Several services I help many clients with include but are not limited to:

- Retirement planning

- College Savings

- Wealth Management

- Life and Health Insurance

- Maximizing pension and Social Security Benefits

My highest accomplishment is for my clients to view me not just as there financial advisor but as a friend they can always count on