Business management and advice; tax consulting and preparation services; accounting services; family office services, namely, providing strategic advice to individuals

'account':10 'advic':4,18 'busi':1 'consult':6 'famili':12 'individu':20 'manag':2 'name':15 'offic':13 'prepar':8 'provid':16 'servic':9,11,14 'strateg':17 'tax':5

Financial services, namely, wealth management services; investment management services; financial calculation services for others; financial consulting services; investment advisory services; securities brokerage account services; investment brokerage services; financial planning and financial portfolio management services

'account':23 'advisori':19 'brokerag':22,26 'calcul':11 'consult':16 'financi':1,10,15,28,31 'invest':7,18,25 'manag':5,8,33 'name':3 'other':14 'plan':29 'portfolio':32 'secur':21 'servic':2,6,9,12,17,20,24,27,34 'wealth':4

KOVITZ

Owner

Goods & Services