Thomas-Kopelman
5.0 stars · 1 review · Serves Indiana · Specializes in Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors - deleted
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have 2 licensed financial advisors and tax professional on the team that all work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
Featured reviews
"Upvote, onboarding with @TKopelman soon"
— Brian, 0.0 stars"@TKopelman. Can't recommend enough. Everything process related is super simple, organized and easy. The actual advice and interaction with Tom is equally great - knows his stuff back and front. Plus he's a good twitter f…"
— Matt, 0.0 stars"@TKopelman. Use him, and have referred 15 people to him who use him. Setting up everything, structuring, funding weird shit I’ve never heard of, making in California less painful"
— Jon, 0.0 stars