Lauren Weinberg - Hoffman's Page

What is your line of work (profession)?

Private Banking / Wealth Advisor

What is your job title or description?

VP, Wealth Advisor

Company Name

Provident Bank

Your website

http://www.providentnj.com

Business affiliations

NJSCPA, CFP, GSCA

Brag about yourself - what makes you great at what you do?

I really care about people, friends and clients. I always try to do my best for other people. One of the reasons I joined Provident is that we use ETF's (exchange traded funds). By using ETF's we help our clients meet their goals at a very fair and reasonable price. Making people meet their financial goals sooner than by using other investment vehicles that can have higher fees.
As for service, I will always return a call or email promptly (unless I'm out of the country - which I'm not planning on being any time in the near future)!

What types of business contacts are you looking to make?

I work with high net worth clients that need assistance with:
• Investment Management
• Trust and Fiduciary services
• Financial Planning
• Family Office Services
• Estate services