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Philadelphia and Baltimore in July

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By Barry Ritholtz - June 4th, 2009, 10:22AM

We had a great trip to California earlier in the year.

Next up, we are visiting clients in Philadelphia on July 14th and Baltimore on the 15th.

If you would like to set up a meeting to discuss your financial goals and how our asset management team can help you, please tag Mike Conte, Joe Fitzgerald or myself, and we will set up a conference when we are in town.

Asset Management email

Estate Planning email

We also offer inter-generational wealth transfers, estate planning (including family and charitable trusts), blah blah blah.

PERMALINK
Category: Investing.

Comments

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data, ability to repeat discredited memes, and lack of respect for scientific knowledge. Also, be sure to create straw men and argue against things I have neither said nor even implied. Any irrelevancies you can mention will also be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

2 Responses to “Philadelphia and Baltimore in July”

  1. Calvin Jones and the 13th Apostle Says:
    June 4th, 2009 at 12:42 pm

    Are you up for having a beer with readers, even if they don’t have money to invest? I’m just a broke college student living in the Philly area. Would love to say hello in person though.

  2. Robert M Says:
    June 4th, 2009 at 10:35 pm

    i’d like tohave the beer as well. Any chance you are looking to hire?

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