Jeffrey Rivlin

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Jeffrey Rivlin is a financial consultant based in Boca Raton, Florida, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and needs of his clients. Jeffrey employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice primarily 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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