Morris Kirschman & Co. is not your typical financial planning firm, but rather an accountability specialist and solution finder, dedicated to helping individuals and businesses stay within their financial boundaries. With expertise in budgeting, retirement planning, business benefits, and expense controls, they offer easy-to-follow and execute programs that lead to successful outcomes.
With 15 years of experience in various roles within a family business, Morris Kirschman & Co. understands the importance of comprehensive benefits at a low cost for businesses of all sizes, as well as the need for effective expense controls and sales growth strategies. Their focus on accountability and results ensures that clients are held to their goals and take action towards achieving financial success.
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