Sheine Wizel
Optimal Financial Services
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $300,000
Minimum client income required: No minimum required
Title: Owner
Offering advice since: 1987
Areas of expertise:
- Annuities
- Divorce planning
- Charitable and Planned Giving
- Educational Planning
- Portfolio Management
- Retirement Planning
- Securities
- Tax Planning
Further information about Sheine Wizel:
Thoughtful asset management with emphasis on defining and reaching life objectives in a tax-efficient manner.
Compensation and Fee Structures:
% of assets; projects on an hourly basis
Licenses, Certifications & Affiliations:
Registered Representative, Series 7
Registered Principal Insurance Agent/Broker Enrolled Agent
Education:
BA, University of California, Berkeley
MBA, Harvard Business School
Foreign Languages spoken:
Spanish
Will provide references upon request?
Yes
Contact Information for Sheine Wizel
Phone: 617-277-4453
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Fax: 617-277-4453
Address for Sheine Wizel:
Coolidge Corner area
Brookline, MA, 02446
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