Account

Types

We work with any of the following account types:

 

IRA’s (SEP, SIMPLE, Keogh, Roth)

401k’s

Individual

Joint

Savings

Trusts

Family Offices

Uniform Gift to Minors Act (UMGA)

Uniform Transfer to Minors Act (UTMA)

 

Through our relationship with Interactive Brokers, we can set up new accounts, or work with an account already established at Interactive Brokers.  We can also assist with rollovers or the transfer of an account at another firm (Schwab, Merrill Lynch, UBS, JP Morgan, to name a few) to Maredin.  

 

If clients have multiple accounts, they can be managed independently or similarly.  It all depends on what the overall goals are.  If your account type is not listed above, send us an email or give us call and we will discuss what we can and can't provide.

Contact Us

16132 SW 74th Place,

Village of Palmetto Bay (Miami), FL 33157

Tel. 305-458-2975

Meeting by Appointment Only

© 2019 by Maredin Wealth Advisors. 

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