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Preston Forman

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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/.

 

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