Eric Felsenfeld

  Expert financial advisors with knowledge are essential now more than ever to direct proper investments toward someone's future success. For nearly twenty years Eric Felsenfeld has worked to help clients achieve financial success in his role as a skilled financial services executive. Due to his deep experience in managing investments and estate structures and tax efficiency optimization, Eric presents financial strategies aligned with each client's demands. Rich Experience in Financial Planning With 19 years of experience in the financial industry, he has built a reputation for delivering customized financial solutions. He has been a managing partner at Liberty Wealth Management LLC in Rockville, Maryland, since 2009, working with a diverse range of clients to help them achieve their financial goals. His expertise extends across multiple areas, including: Financial Planning : Helping clients create long-term financial roadmaps for stability and growth. Investment Management ...

  Operational financial management remains complicated while simultaneously intimidating until you understand how to do it. Wealth management through organization and financial growth identifies the path to long-term success. This comprehensive financial guide led by Eric Felsenfeld presents structured approaches alongside specialist insights that empower you to navigate your financial future with certainty. The guide serves investors who begin their journey developing wealth as well as veteran investors seeking advanced advice. What is Wealth Management? Although commonly confused, many financial professionals commonly use wealth management and financial planning interchangeably these two fields remain different disciplines. Financial planning requires setting financial goals while creating budgets to implement an organized success strategy. Wealth management's main focus is managing financial assets for effective goal achievement by increasing their value. Benefits of Wealth Man...

  Rockville, Maryland financial advisor Eric Felsenfeld (CRD# 4496689 ) recently received an investor complaint alleging that he misrepresented an investment in GWG Holdings. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Ameriprise Financial Services, having previously been registered with Kingswood Capital Partners. Mr. Felsenfeld’s BrokerCheck report discloses multiple investor complaints. The most recent, filed in August 2024, alleges that as a representative of Kingswood Capital Partners, he misrepresented an investment in GWG. The pending complaint alleges damages of $40,000 . A third investor complaint, filed in 2023, alleged that as a Kingswood Capital Partners representative, he breached contract, acted negligently, misrepresented a private placement investment, violated Regulation Best Interest, and breached his fiduciary duty. In 2023 the complaint reached a settlement of $22,000 . A third investor c...