How Nicole Wilson Grew into Her Role as Client Relationship Manager
I’m really excited to build out the team and think of new ways to be supportive to our clients.
I’m really excited to build out the team and think of new ways to be supportive to our clients.
Our FinLife process allows us to get to know our clients on a deeper level, and we always discuss legacy from our very first conversations.
Looking ahead to 2024, we approach the year with cautious optimism. Our commitment to our clients financial well-being remains steadfast, and we are dedicated to helping you achieve your investment goals.
We are thrilled to announce an upcoming webinar that promises to be both insightful and invaluable for individuals, families, and businesses alike. Kimelman & Baird proudly presents a webinar on ‘Personal Security from All Angles’ featuring esteemed guest speaker Gary Rossi, Head of the Personal Security Insights Program at Fidelity Investments.