Woloshin Investment Management

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Financial Planning Consultants, Financial Planners, Investment Advisory Service

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20 Years

in Business

Accredited

Business

(609) 654-9700Call Visit WebsiteVisit Website Map & DirectionsDirections40 N Main StMedford, NJ 08055 Write a ReviewWrite Review

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Helping Clients Achieve Their Financial Goals

General Info: We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Extra Phones: Office: (609) 654-2246
Location: 40 North Main Street Medford, NJ 08055
Other Link: http://www.woloshinllc.com/index.php
Categories: Financial Planning Consultants, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services

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Phone: (609) 654-9700

Address: 40 N Main St, Medford, NJ 08055

Website: http://www.woloshinllc.com/index.php

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Woloshin Investment Management

Tax Services

Investment Management
All information available through this website is the property of Woloshin Investment Management (the “Company”) or its information providers and is protected by copyright and intellectual property laws. All rights reserved.
Wealth Management
At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.

Accounting Services

Financial Planning
Retirement Planning
After graduating from James Madison University, Katie developed a practice that focuses on outlining each client’s vision and goals for retirement. She works closely with her clients to build comprehensive solutions aimed at achieving their desired outcomes, all the while presenting knowledge and insight to help them reach the retirement of their dreams. Katie serves as a resource to all of her clients and provides informative seminars on retirement planning throughout the year, including seminars geared toward women seeking financial independence.
Annuities
All investments involve risk and unless otherwise stated, are not guaranteed. The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation before implementing any investment strategy. Any annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Crediting methodologies can be complex and difficult to comprehend. You should make sure you understand the risks and rewards of any annuity before considering an investment.
Asset Management
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management team uses a holistic approach to help meet your finical goals.

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