Personalized Financial Guidance for Individuals and Their Families
At Ja.kirshbaum Consulting, we specialize in helping individuals and thier families achieve their financial goals. We understand that everyone has different financial needs and priorities, and that's why we offer personalized financial guidance tailored to your specific situation. Whether ayou're looking to plan for retirement, protect your family's future, or grow your wealth, our team of experienced financial professionals is here to support you every step of the way.
Why Choose us?
Ja.kirshbaum Consulting offers expert financial guidance to help you achieve your goals. Led by Joshua Kirshbaum, our experienced team provides personalized solutions to fit your specific situation. With a commitment to your financial security and peace of mind, choose us for:
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Experienced and knowledgeable financial professionals
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Personalized guidance tailored to your situation
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Customized solutions to fit your unique needs and goals
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Commitment to your financial security and peace of mind.
WHAT PEOPLE SAY
Sarah Goldstine
I recently had the pleasure of working with Joshua at Ja.kirshbaum Consulting, and I can't speak highly enough of his professionalism and expertise. He took the time to understand my unique financial situation and goals and worked with me to create a customized plan that exceeded my expectations. Joshua was patient, knowledgeable, and attentive throughout the entire process, and he provided me with valuable financial education and coaching that has helped me make informed decisions about my money. I highly recommend Joshua and the team at Ja.kirshbaum Consulting for anyone looking for personalized financial guidance.
John Brown
I had a great experience working with Joshua and the team at Ja.kirshbaum Consulting. They provided me with exceptional financial guidance and helped me create a comprehensive plan for my retirement. Joshua was very knowledgeable and took the time to explain everything to me in a way that was easy to understand. He was also very patient with my questions and concerns, and he made me feel confident in my financial future. I would highly recommend Ja.kirshbaum Consulting to anyone looking for expert financial advice.
Emily Rodriguez
I recently worked with Joshua at Ja.kirshbaum Consulting, and I was impressed with the personalized service I received. Joshua took the time to understand my unique financial goals and priorities and worked with me to create a customized plan that met my needs. He provided me with valuable financial education and coaching that has helped me make informed decisions about my money. The entire team at Ja.kirshbaum Consulting was professional, knowledgeable, and responsive, and I couldn't be happier with the service I received. I would highly recommend Joshua and the team at Ja.kirshbaum Consulting to anyone looking for expert financial guidance.
MORE ABOUT WHAT WE DO
Personalized Financial Services for Individuals and Families
We understand that planning for your future can be overwhelming, but our team is here to help. At Ja.kirshbaum Consulting, we offer personalized financial guidance tailored to your specific situation, whether you're planning for retirement, saving for your children's education, or managing your wealth. Our experienced financial professionals will work with you to create a customized plan that meets your unique financial goals and priorities. We offer a wide range of services, including retirement planning, investment management, estate planning, and tax planning. We also provide financial education and coaching to help you make informed decisions about your money.
A few examples of how we can help:
Services for Individuals/Families
Retirement planning
Investment management
Wealth management
Estate planning
Education planning
Insurance planning (life, disability, long-term care, etc.)
Tax planning
Debt management
Financial education and coaching
Joshua Kirshbaum
As a licensed financial services professional at New York Life, Joshua Kirshbaum is the perfect consultant to provide personalized financial guidance that can help you achieve your goals. He brings a wealth of experience to the table, having successfully built and sold multimillion-dollar companies, managed family foundations with a combined $23 million in assets, and raised $20.4 million for international humanitarian efforts.
Kirshbaum is also a Columbia University-trained and New York Bar-certified mediator, as well as a certified financial coach and holistic planner by the Holistic Coach Academy. With his unique perspective and experience in the business world and nonprofit sector, he is well-equipped to provide innovative financial solutions to his clients.
Kirshbaum's dedication to creating positive change has earned him two national peace awards, and he is the youngest regional director at Nonviolence International, an award-winning international network. He is a visionary leader, innovative thinker, and strategic planner, making him a trusted advisor to his clients. Whether you're planning for retirement, saving for your children's education, or managing your wealth, Joshua Kirshbaum is the consultant you can count on for personalized financial services that will help you achieve your unique financial goals and priorities.
Don't wait any longer to take control of your finances and achieve the financial security you deserve. Fill out the form below, and let us help you on your financial journey.