Bruce J. Finsilver — Certified Advisor

 

Bruce Finsilver is a Certified Circle of Wealth® Advisor and Licensee of MoneyTrax, Inc.

With more than 30 year’s experience as a Financial Planner, Bruce holds a Bachelor of Science in Economics degree from the Wharton School of the University of Pennsylvania. He was also a Graduate Fellow in Finance at Wayne State University’s School of Business. Bruce is licensed by the National Association of Securities Dealers (NASD), the Michigan Department of Financial Services and many other states.

His mission is to provide intensive personal service and advice to each and every client in order to help them identify unnecessary wealth transfers and recover those transferred dollars to enhance their retirement goals.

The only requirement to be a client is that you must be serious about your money.