Annette Perez

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Annette Perez is a financial consultant based in New York, New York, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Annette employs an in-depth discovery process to understand her clients' specific situations, focusing on asset growth and protection. She serves high net worth individuals, families, corporate executives, and businesses, leveraging Oppenheimer's resources to address complex financial issues.

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