Gerald B. Ahern
Ahern Wealth Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Investment Advisor/Financial Planner
Offering advice since: 1988
Areas of focus:
- Business planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Gerald B. Ahern:
A Fee Only Inv. Advisory Practice where Fiduciary Standards and Planning is our hallmark. Ethics, Education, and Experience set us apart.
If you haven't experienced Fee Only and want Professional, Objective, Expert Advice call for your no obligation consultation.
Compensation and Fee Structures:
Fixed fees and percentage of assets being managed. Specifics available at first meeting when objectives and needs are discussed.
Licenses, Certifications & Affiliations:
FPA (Financial Planners Assoc.)
State Registered, IARD #:118663
Education:
BS UMass 1970
MS UMass 1974
Will provide references upon request?
Yes
Contact Information for Gerald B. Ahern
Phone: (704) 896-8663
Please support us by letting this adviser know you found them through Boomerater
Fax: (704) 896-3180
Address for Gerald B. Ahern:
Cornelius, NC 28031-0518
Cornelius, NC, 28031
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