Welcome to Feigelman & Associates. We're so glad you’re here. Choosing a financial advisor is a big decision—one that can shape your future and the legacy you leave behind. We understand how important this moment is for you, and we’re here to guide you every step of the way.
At Feigelman & Associates, we focus on helping people like you achieve their most important financial goals. Our focus is on three key areas:
- First, we help business owners successfully exit their businesses. Whether you’re planning to sell, pass it on, or transition to the next chapter, we’ll create a strategy that seeks to maximize your value and secure your financial future.
- Second, we guide you in planning for a confident retirement. From building a sustainable income stream to protecting your savings, we’ll craft a personalized plan so you can enjoy the retirement you’ve always dreamed of.
- And third, we help you transition your wealth to your family or the causes you care about most. Whether it’s passing on your legacy to the next generation or supporting a charity close to your heart, we’ll help to ensure your wishes are carried out with care and precision.
At Feigelman & Associates, it’s not just about numbers—it’s about understanding your story, your goals, and what matters most to you. We’re here to listen, to educate, and to help you make the right decisions for your future.
Ready to take the next step? Explore our website to learn more about how we can help, or reach out to schedule a no-obligation conversation. We can’t wait to work together with you on your financial journey.
Thank you for visiting Feigelman & Associates. Let’s build your future together.
We work with individuals and families, primarily focusing on the following three areas:
- Helping you exit your business.
- Helping you plan for retirement and helping to ensure your assets last throughout retirement.
- Helping you to pass on your assets to family, friends and/or charities.
In addition to these focuses, our team is well positioned to assist in other complex financial planning areas like:
- Lifetime Gifting & Legacy Planning
- Access to Fiduciary Trust Services at Bank of America
- Charitable Gifting Strategies
- Insurance Planning (long-term care, life insurance & disability insurance)
- Education Planning
- Banking Services & Solutions from Bank of America (checking, savings, credit cards & cash management solutions)
- Lending through Bank of America, N.A. (personal and business)
- Fiduciary Investment Advice through Merrill Investment Advisory Program
- Tax Efficient Management
- Concentrated Stock Strategies
- Stock Option Analysis
Please book an appointment to discuss next steps.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
CEPA®, CIMA®, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
