Sara Foresman

Client Services Coordinator at Longview Wealth Management

Sara Foresman's Professional Contact Details

Email (Verified)
****@lvwm.com
HQ
(404) 843-3100
Location
Atlanta, Georgia, US
Company
Longview Wealth Management
Person Seniority
entry

Sara Foresman's Current Company Details

Personal Wealth Management for individuals and small businesses helping create security and wealth for their financial future. We believe in personalized solutions and help clients articulate their d...
Personal Wealth Management for individuals and small businesses helping create security and wealth for their financial future. We believe in personalized solutions and help clients articulate their dreams and goals so we can work together to transform their lives, families and future generations. As one of Atlanta's leading wealth advisors, with more than 35 years of managing assets, we seek to work with a few great clients, courageous enough to take the long view in a short term world. Throughout the firms history we have adhered to the long held values of: Objectivity, Independent thinking, integrity, excellence and a steady attention to detail. Today we are 12 advisors strong with expertise ranging from Financial and Income Planning, Investments, Taxes to Divorce settlements and Company retirement programs.
Founded Year
1978
Organization Website
longviewwealthmanagement.com
Organization Languages
English
Organization Revenue
7000
Current Technologies
rackspace
apache
google font api
google analytics
wordpress org
wordpress com
mobile friendly

Job Functions

Finance
Operations
Business Development
retirement planning
pension services
financial planning
investment anaylsis
finance

Sara Foresman's Work History and Education

LongView Wealth Management
Client Services Coordinator
2012 - Present

Colleagues at Longview Wealth Management

Senior Operations Manager
Assistant Manager
Financial Advisor & Director of Operations

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