As a fee-only wealth management firm, Ifrah Financial Services works with individuals, families, trusts, businesses and institutions to build customized plans and portfolios. We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals.
From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.At Ifrah Financial, our wealth management approach focuses on meeting your financial needs.
From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.At Ifrah Financial, our wealth management approach focuses on meeting your financial needs.
Services
Financial planning* typically encompasses a number of critical areas, including retirement planning, estate planning, insurance, tax planning, investment management, cash management and budgeting. Depending on client needs, it may also include education funding, charitable and planned giving, trust management and planning for long-term care.
Ifrah Financial Services is one of the area's leading financial planning and investment management firms. Our primary focus is retirement planning, so your employees will receive the benefit of our many years of experience. Through our affiliation with Vanguard Retirement Plan Access, Ifrah Financial is able to offer our clients high-quality, cost-effective retirement plans for their employees.
We offer traditional paper reporting as well as web based online intuitive reporting reflecting a complete view of your portfolio with drill down capability to the detail level. For those who do not like static reports, We provide rich, powerful and interactive reporting. On demand information updated daily and in some cases in real time.
Robert currently serves as Manager of our Client Services Group, responsible for oversight of the proper execution of all trading activity, client account maintenance and client servicing. In addition, he acts as liaison for investment companies, brokerage firms, and other vendors of services used by Ifrah Financial Services to help serve its clients.
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