Alan Woller

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Alan Woller is a financial consultant based in Princeton, New Jersey, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Alan gains a thorough understanding of each client's situation, time horizon, and risk tolerance. His practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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