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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.

From a financial planning perspective, it sometimes makes sense for certain individuals within certain asset classes to diversify their asset management.

We say it all the time: financial decisions are personal. The decisions our clients make are based on personal goals, values, and preferences. Ours is not purely a business of numbers and reports; it is a business of people.