Bruce Hartzmark

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Bruce Hartzmark is a financial consultant based in Beachwood, Ohio, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. Bruce employs an in-depth discovery process to understand his clients' specific situations, time horizons, and risk tolerances. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on growing and protecting their assets while addressing complex financial issues.

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