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The advisor listed is an Ameriprise financial advisor in Palm Beach Gardens. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Dinzik, Silberman & Associates has over 40 years of combined experience in the investment business, and our focus is to offer our clients holistic investment planning strategies. Since our clients are preparing for the long term, we believe that our most important task is risk management. We seek to emphasize limiting the downside risk to client portfolios and to help clients design lifetime income streams. We look to develop customized investment strategies that match each clients goals and their tolerance for risk. We understand that there will always be changes inour clients lives and situations, which is why we practice a hands-on approach, tracking and adjusting for lifes expected and unexpected events. As part of our holistic approach, we not only consider investment strategies, but also tax efficiency, cash management, protection, and legacy planning. This outlook harmonizes with our philosophy of a custom, individualized plan tailored to each clients specific needs.
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Category
Investments
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