I help you choose the next credit card that works for your spending. This will take into account current spending habits based on categories and will incorporate your goals with rewards (i.e. travel or cash back or both). I will help to choose the right card regardless of if I get a referral. Payment is flat fee
Open now
Reid Soberman grew up in the Boston area and graduated from Northeastern University with a B.S. majoring in economics. Although he started off his career on the institutional side of the business, he decided that his passion was to help people with their personal finances rather than focusing on large institutional clients. Reid holds his series 6/63/65/7 registrations, life and health and his variable line of authority. He also has a great deal of experience in personal life insurance , buy sell agreements and key person insurance.
Open now
Remember that New Year's Resolution to finally get your finances in order? How's that coming along? It's not too late- I can help you come up with a plan to check the 'finances' resolution off your list for good. Message me and let's make 2021 your year
Collingwood Wealth Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm works exclusively on fee-based compensation, and offers first class investment research, disciplined portfolio management, and prudent investment advice provided by knowledgeable and experienced advisors. Our portfolios are designed to meet the needs of each of our clients. As a wealth management firm, tailored strategies that meet clients' needs is our highest priority. Collingwood is committed to you for the long term.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, and advisory services available.
