Irene Louie

Services Offered

• Holistic financial planning
• Investment management
• Insurance strategy design

About

Irene Louie is a financial consultant based in Haddon Township, New Jersey, affiliated with Oppenheimer. She specializes in holistic financial planning, investment management, and insurance strategy design, ensuring alignment with each client's unique goals and risk tolerance. Through an in-depth discovery process, Irene gains a comprehensive understanding of her clients' specific situations and time horizons. She primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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