The executives of Gettleson, Witzer & O’Connor are hands on with each client with a program of services tailored to their objectives and needs.

Clients can select options that fit their particular circumstances and vary as their needs change. Every client receives customized reports that are delivered with frequent, in-person meetings. The executives take pride in being available 24/7 and serving as a trusted advisor to clients in order to assist them in achieving their financial goals.

Case studies for established entertainers, young entertainers, multi-generational families and entrepreneurs

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