Preston Forman
Reviews (2)
Re: Recommendations for Financial Advisor
I highly recommend my financial advisor Preston Forman, preston.forman@soawealth.com, (212) 977-3111 x19, https://soawealth.com/. In additional to knowing his stuff, he is kind and patient and always willing to explain the basics which is important to me because numbers are not my superpower :-)ISO: financial management advisor
I highly recommend my financial advisor who is also a dear friend of many years, and a good guy: Preston Forman, Senior Partner, Seasons of Advice (which is part of Schwab), (212) 977-3111 x19, preston.forman@soawealth.com, https://soawealth.com/.
