Financial Planning Strategies for Individuals & Families
Please view this presentation Barry Mendelson gave in February to the East Bay chapter of the American Society of Women Accountants.
Founded in 1983, Just Plans Etc is a fee-only SEC registered investment advisor that provides investment management and financial planning services to more than 100 clients. Jim Ellman and Barry Mendelson, together, have more than 50 years experience helping investors grow, manage, and protect their wealth. The firm’s fee-only compensation model enables the company to act as a fiduciary and place the interest of the client above all else.
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