Richard Bloom of The MayerGelwarg Group at Morgan Stanley

Celebrating 10 years of our group joining Morgan Stanley. We are pleased to service our clients and continue to help them attain their goals. We are looking forward to more years ahead of helping to ensure financial success for individuals, families and business owners.

I am often asked how someone's investments can be structured to support their beliefs and values. These investment strategies can help investors who want to align their portfolios to fight global warming. Contact me to discuss how to execute this kind of strategy for yourself!

Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.

Wishing everyone a safe, happy and healthy New Year. Please see my year-end letter to clients below and looking forward to a great 2021 together!

Sharing some timely financial advice for all of us - The important factor after the U.S. election is likely to be whether the outcome is a divided or united government. Here are 4 plausible paths for investors (and always available to discuss your customized plan at [email protected]):

Happy and honored to have been featured in #InsidePressMagazines September edition! Special thank you to Grace Bennett for highlighting my career and individualized approach to #wealthmanagement, as well as to my clients who consistently remind me why I love what I do. Let's talk about your financial strategy - I can be reached at (212) 893-7597 or [email protected]. https://www.theinsidepress.com/tag/richard-bloom/