KARASICK & ASSOCIATES

4.8/5 (65)

Name	KARASICK & ASSOCIATES
Address	2121-152nd Street, #220, Surrey, BC V4A 4P1
City	Surrey Bc
Category	Financial Services
Phone	+1-604-541-5300 +1-866-213-1113
Email ID	[email protected]
Speciality	Asset Allocation, Trust, Retirement and Financial Planning, Estate Analysis, Wealth and Risk Management, Investment Analysis, Debt Replacement, Philanthropy Needs, Intergenerational Transfers & Business Succession Planning
About	Karasick & Associates offers comprehensive retirement planning to individuals, families, retirees, professionals, and corporations. They have extensive experience in wealth creation and preservation through advanced tax and estate planning strategies, providing the necessary capital and lifestyle sustaining income throughout a client's lifetime and beyond. Their team takes clients through a seven-step True Wealth Management process. They are committed to life-long relationships built on respect, attention to detail and steady portfolio growth. First, they use a family model approach to financial planning with a written customized wealth management plan. Then, they deliver a particular focus on investment management and individual tax and estate planning strategies for clients. Get a complimentary, no-obligation evaluation.
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