Aileen Birch

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Aileen Birch is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Aileen employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her focus is on growing and protecting the assets of high net worth clients, including individuals, families, corporate executives, and businesses.

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