Dennis Baum

Services Offered

• Investment management
• Insurance strategies
• Financial planning

About

Dennis Baum is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Dennis gains a thorough understanding of each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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