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Beirne Wealth Consulting, LLC
Phone: (203) 701-8975
As partner and chief executive officer at BWC, Jim Betzig is responsible for the day-to-day operation of the company. He specializes in working with both institutional and high-net-worth clients, assisting in financial planning, asset allocation, tax-free investing, manager searches and selection, and liability management. In addition, Betzig manages the education program for 401(k) clients.
The new broker rule is bound to worry plan sponsors. Be ready.
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