Financial Advisory

  • We provide advice on various investment options and strategies, including stocks, bonds, mutual funds, ETFs, and alternative investments.
  • We evaluate advisory services provided by other firms.
  • We create retirement plans that take into account retirement goals, projected expenses, and retirement income sources.
  • We minimize tax liability by identifying tax-efficient investment strategies, tax credits, and deductions.
  • We provide business advisory services, including business valuation, capital budgeting, analysis of new investment opportunities, and cash flow management.
Financial Planning
Client Profiles

Get in touch

Contact

250 Henley Place, #207 Weehawken, NJ 07086 info@xpandinvestment.com

Information presented in this website is believed to be correct at the time it is written. However, it is provided as general information and should not be considered as a legal, tax, or financial advice. For specific information concerning your individual situation, please consult your legal, tax, or financial adviser.

Xpand Investment LLC is a registered investment advisor offering advisory services in the State of New Jersey and in other jurisdictions where exempted.