Elena Shevchenko

Services Offered

• Financial planning
• Investment management
• Insurance strategies

About

Elena Shevchenko is a financial consultant based in New York, New York, working with Oppenheimer. She specializes in holistic financial planning and the design of investment and insurance strategies tailored to her clients' unique goals and risk tolerances. Elena employs an in-depth discovery process to understand each client's specific situation, ensuring personalized service. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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