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REFERRAL TO ABRAMOVITZ WEALTH MANAGEMENT    

Lee A. Abramovitz, CFP®
Abramovitz Wealth Management

7 Church Lane, Suite 8
Pikesville, Maryland 21208

Office:
410-486-2060

Toll Free:
888-580-3020

Fax:
410-486-2061

Cell:
410-456-1034

Lee@LAACFP.com

 

 

Are you searching for a fee-based financial planner?

Please consider Lee Abramovitz who focuses on Retirement Planning, Investment Management, Business Succession, and Estate Planning.  Lee Abramovitz has a solid reputation as an outstanding fee-based Certified Financial Planner and has served his clientele with tremendous skill and insight for the last 17 years. Lee is especially talented in asset allocation among traditional and alternative investments and has a planning platform that allows him to collaborate with all of his clients advisors on their behalf.

Do yourself a favor by checking out his website at www.LAACFP.com and schedule an interview with him.


Our goal at KLF is to refer you to a highly qualified planner who can focus on creating customized, personal plans that fit each client’s individual circumstances and goals. Families often need to address difficult family relationships and dynamics in their personal planning.  Specializing in such personal planning, Lee Abramovitz offers innovative solutions to the issues facing our clients. As a result, we value his contribution to developing estate planning strategies that can provide our clients and their families with significant estate, gift and income tax management.

Estate planning and administration helps families and individuals face the wide variety of difficult issues that can arise when designing a plan to transfer family wealth from one generation to the next.  Such planning often involves:
  • Federal and State Estate Taxes
  • Business Succession Planning
  • Income Tax Planning
  • Charitable Planning
  • Asset Protection Planning.

Rest assured, whoever you choose as your financial planner, KLF will work your family after the death of a loved one, assisting with:

  • Probate and Trust Administration
  • Advising Heirs and Beneficiaries, including surviving spouses and younger generations.

 

Lee Abramovitz is a Registered Representative with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.  Kennedy Law Firm is not affiliated with, nor endorsed by, LPL Financial or Abramovitz Wealth Management.  Abramovitz Wealth Management does not provide legal or tax services.

The LPL Financial Registered Representative associated with this web page may only discuss and/or transact securities business with residents of the following states: CO, DC, MD, NJ, PA, VA.

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