Dr. Harvey Altholtz
Sarasota, FL (USA)
Role(s):
Member
Wealth Strategy Partners, L.L.P
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Service Provider
Location:
Sarasota
Description:
We provide unique, alternative investment opportunities. In addition we offer the opportunity to obtain life insurance for seniors at extremely low cost. We also specialize in passing qualified assets (IRA's, Pension Plans, Profit Sharing Plans, 403(b)'s, etc.) to other family members to include spouses, children and grandchildren in a manner which eliminates all income and estate taxes on a permanent basis - VERY UNIQUE!
Services Provided:
- Accounting Services