Profil
Mr. James V.
Loehle is a Vice President at Bruderman Asset Management LLC.
In his capacity as Vice President, Investment Consultant, Mr. Loehle utilizes his strong communication and analytical skills to determine a suitable course of action for clients.
Working closely with members of the 1879 Advisors Investment Committee, Mr. Loehle develops customized solutions focused on tax efficiency and long-held investment principles.
He began his career in financial services 25 years ago, coaching investment professionals on various investment strategies and industry developments.
In his previous career, Mr. Loehle was heavily involved in the marketing of the Rochester Municipal Bond fund - a long-time favorite investment choice of seniors.
During this time, he witnessed first-hand the mistakes that many investors and some investment professionals make time and time again.
Based on his experiences as a keynote speaker at several hundred seminars, coupled with the personal experiences working with other financial professionals, Mr. Loehle chose to take the next step in his career by joining 1879 Advisors in 2007.
He is focused on finding investment solutions for retirement-aged investors who are concerned with outliving their assets.
Anciens postes connus de Jim Loehle
| Sociétés | Poste | Fin |
|---|---|---|
Gary Goldberg Planning Services LLC
 Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | Gestionnaire de Portefeuille-Actions | 01/10/2021 |
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | Gestionnaire de Portefeuille-Actions | 01/03/2015 |
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| Entreprise privées | 2 |
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Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Founded in 1973, Gary Goldberg Planning Services, Inc. (GGPS) is a registered investment advisor located in Suffern, New York. The firm is a subsidiary of Gary Goldberg & Co., Inc., a registered broker/dealer and member FINRA/SIPC. Most of their clients are retirement age individuals in the mass affluent category, The firm's clients also include pension/profit sharing plans, charitable organizations and corporations. ^ ^ | Finance |
Gary Goldberg Planning Services LLC
Gary Goldberg Planning Services LLC Investment ManagersFinance Gary Goldberg Planning Services LLC (GGPS) is an investment management firm headquartered in Locust Valley, New York. The firm was founded by Gary Goldberg in 2014 as Bruderman Asset Management LLC. They are a wholly owned subsidiary of Bruderman & Co. LLC. GGPS provides investment advisory services to mass affluent, affluent, and high net-worth individuals and families. | Finance |
