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GOBankingRates: Charlie Massimo Featured in “I’m a Financial Advisor: These Are the Top 4 Questions High Net Worth People Ask Me”

Charlie Massimo

4 minutes

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Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “I’m a Financial Advisor: These Are the Top 4 Questions High Net Worth People Ask Me.” 

In the world of high net worth clients, Charlie sees one critical concern looming especially large: The question of whether they will outlast their wealth — or vice versa. 

Access the full article authored by Nicole Spector here.

Head shot of Charles Massimo

Senior Vice President, Financial Advisor

Long Island, NY

cmassimo@wealthenhancement.com
Charles Massimo is a dedicated financial advisor with a profound passion for empowering women in transition, affluent individuals nearing retirement, and families impacted by autism. Drawing on years of expertise, Charles takes a deeply personal approach to wealth management, recognizing that financial planning is as much about understanding dreams and goals as it is about numbers.

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Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.