• Latest Post : Leveraging Technology for Smarter Wealth Management         
  • Concierge@kreitlerfinancial.com
  • 203.867.4396
Kreitler Financial
  • Home
  • About Us
    • About Us
    • Our Team
    • Our Values
  • Who We Serve
  • Our Process
    • Becoming a Client
  • Resources
    • Blog
    • Newsletter
    • Announcement
  • Contact Us
  • Client Access
    • Tamarac Portfolio Dashboard
    • eMoney Financial Planning Organizer
Select Page
The Art of Choosing the Right Business Valuation Model

The Art of Choosing the Right Business Valuation Model

by Jake Ness | Jul 27, 2023 | Investment Planning

Figuring out the right business valuation model can be difficult and time-consuming. However, choosing the right business valuation model is essential to accurately assess the value of a business.  Without the right model, business owners could end up with...
Preserving Family Heirlooms for Generations to Come

Preserving Family Heirlooms for Generations to Come

by Beau Tillinghast | Jul 20, 2023 | Investment Planning

Treasured items handed down from one generation to the next are known as family heirlooms.  They hold sentimental value and are frequently regarded as priceless.  These precious keepsakes, which range from old photographs to pieces of furniture, can help us...
Next Entries »

Recent Posts

  • Leveraging Technology for Smarter Wealth Management
  • Preparing for Retirement: Key Steps to Take in Your 50s and 60s
  • Yale Child Scholarship Plan: An Overview for Faculty and Staff
  • Planning for a Secure Retirement: Making the Most of Yale’s Self-Directed Brokerage Account
  • Holistic Financial Planning for Affluent Households
  • Charlie's Corner
  • Estate Planning
  • Financial Planning
  • Health and Wellness
  • Investment Planning
  • Kreitler Financial News
  • Lifestyle
  • Market Commentary
  • Retirement Planning

Recent Comments

No comments to show.

At Kreitler Financial, we understand that successful individuals like you have high expectations. After all, your standards are foundational to your success. We are your advocates for a future you can’t yet imagine and the pathfinders to help make it a reality.

MEET WITH US

Phone

203-867-4396

Address

265 Church St #501, New Haven, CT 06510
Map & Directions

Email

Concierge@kreitlerfinancial.com

Send us a message

  • Home
  • About Us
  • Who We Serve
  • Our Process
  • Career Opportunities
  • Contact Us

Form CRS | Important Disclosure Information

Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info Best-In-State Wealth Advisors

Copyright © 2024 Kreitler Financial