Michelle McKinnon @michelle_lynnm
Wealth Advisor at Klingman and Associates, LLC Important Social Media Disclosure: https://t.co/dAUryyFNGj… klingmanria.com NY, NY Joined October 2016-
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Incredibly proud and grateful to be named first time on the Forbes | SHOOK Research list of Top Women Wealth Advisors Best-in-State! Thank you to each member of the Klingman and Associates, LLC team, I could not have done it withou…lnkd.in/enG_VJmm lnkd.in/ef7fqmN9
Did you know your caregiver might not actually be able to provide medical care to your child? What happens if your child gets sick and you’re far away? These were the exact same questions I was asking myself before a vacation #parents #medical klingmanria.com/our_news_22111…
Incredibly proud of our entire Klingman and Associates, LLC team for being listed as the #14 RIA in the country by Forbes | SHOOK Research! lnkd.in/e7ARU2iu
To us, there’s nothing we do that is more important than taking care of you. We invite you to experience firsthand what true comprehensive wealth management should be. klingmanria.com/resource.asp?p…
Take a moment to meet our team. With decades of experience, you'll come away with confidence knowing you're in the right hands. klingmanria.com/michael_paley.…
What's one piece of financial advice you wish you could go back and tell your 20-year-old self? Let's talk about it in the comments below. klingmanria.com/our_news_21090…
Partnering with advisors that have the knowledge and insight to help manage the group’s assets can be a powerful tool in reducing the time, stress, and liability involved with serving on an investment committee. Schedule an appointment today! klingmanria.com/nonprofits_and…
At times like these, we do think it is important to keep a proper historical perspective by studying and reviewing past market declines. History never repeats itself, but it often rhymes. klingmanria.com/our_news_22051…
At Klingman & Associates, helping you build a brighter financial future is what we're all about! If you'd like help organizing your finances and staying on top of it all, give us a call now. klingmanria.com/resource.asp?p…
Our team has worked extensively with athletes and their management to provide financial education, budgeting, retirement and long-term wealth planning, tax planning strategies, charitable giving strategies, and charitable foundation setup. klingmanria.com/professional_a…
We welcome the opportunity to help you develop and implement the legacy you desire. Contact us today! klingmanria.com/resource.asp?p…
Though overly concentrated positions are risky, they do not have to derail your long-term financial well. At Klingman & Associates, we can help you navigate the risks associated with these positions. klingmanria.com/our_news_22061…
Wishing you a happy Labor Day! Today is the perfect day to make sure you're maximizing your savings. Get in touch today to learn more!
In order to meet the various needs of your complete financial life, we’re pleased to offer you a comprehensive array of advisory services that can be tailored to your individual needs and objectives. Visit our website today! klingmanria.com/wealth_managem…
To learn more about all that Klingman & Associates can do for you, contact us today! klingmanria.com/resource.asp?p…
In addition to offering a full spectrum of investment management and wealth planning services, we can help facilitate the important conversations between you and family members that will result in a sound legacy plan everyone can agree on. klingmanria.com/affluent_famil…
We believe with knowledge comes confidence. So we’ve assembled a collection of timely information and expert market commentary designed to give you new insight into the ever-evolving financial marketplace. klingmanria.com/our_news.htm
With inflation rates we have not seen for decades, an investment option not frequently used by high net worth individuals in recent years has become increasingly attractive: Series I Savings Bonds. klingmanria.com/our_news_22050…
We invite you to experience firsthand what true comprehensive wealth management should be – because looking beyond your portfolio to focus on helping you achieve your goals in life is an important part of looking after you. Contact us today! klingmanria.com/resource.asp?p…
In order to meet the various needs of your complete financial life, we’re pleased to offer you a comprehensive array of advisory services that can be tailored to your individual needs and objectives. Learn more about our independent firm here: klingmanria.com/wealth_managem…
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