The Perler Perspective

Who Are We?

May 21, 2020 Harry Perler & David Olejnik --- www.PerlerWealth.com Season 1 Episode 1
The Perler Perspective
Who Are We?
Show Notes

Welcome to The Perler Perspective! 

Our relationship with our clients is unique and personal

Every client has a different life story and individual financial goals.

Here we discuss our roles as financial advisors and the different services we provide to help you manage your finances during each stage of your life and reach all of your financial goals in the most tax and cost-effective way.