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Bank of America Private Client Advisor Margaret Goldfarb
300 Conshohocken State Road, Conshohocken, Pennsylvania, United States
About the Bank of America Private Client Advisor Margaret Goldfarb
Bank of America Private Client Advisor Margaret Goldfarb, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, is a premier financial institution offering personalized wealth management services. With over 40 years of experience in the industry, Margaret leads a team of advisors dedicated to serving the needs of high-net-worth and ultra-high-net-worth individuals in the Philadelphia area.
Margaret and her team provide a comprehensive range of financial services, including day-to-day banking, investment management, credit solutions, retirement planning, trust and estate planning, and wealth transfer strategies. With a focus on building strong client relationships based on trust and personal experience, Margaret strives to deliver a professional and high-end client experience.
As a member of the Bank of America Private Bank platform, Margaret has access to a wealth of resources to help clients stay current with their wealth management plans and strategies. She is actively involved in her community and serves as a mentor for women seeking to start a business through the Cherie Blair organization.
At Bank of America Private Bank, clients can expect a personalized approach to wealth management, drawing on the institution's rich history and commitment to innovation. The team at Bank of America Private Bank is dedicated to helping clients achieve their financial objectives, whether it's preserving wealth, building philanthropic legacies, or planning for future growth.
Please note that while Bank of America Private Bank strives to provide clients with valuable information about products and services, they do not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making any financial decisions.
Photos of Bank of America Private Client Advisor Margaret Goldfarb
300 Conshohocken State Rd, Conshohocken, PA 19428, United States
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