Michael Woloshin

Registered Investment Advisor-managing Director @Woloshin Investment Management

Medford, NJ, US

Woloshin Investment Advisory, LLC’s mission is to help individuals and couples reduce your risk, preserve your capital, and to generate the income you will need during your retirement.Building life long relationships allows us to focus on caring, personalized services and helping to make meaningful improvements in your quality of life. Celebrating more that 35 years as an Investment Advisor, Michael Woloshin helps those soon to be retired and already retired, achieve financial independence. His vast years of experience have enabled him to recruit a team that is focused on creating customized income strategies for each client.Unlike most insurance providers, brokers and advisors, Michael is a Fiduciary, which legally obligates him to act in his clients’ benefit 100% of the time. His clients place the utmost trust and confidence to manage and protect their financial future. Woloshin Investment Management Woloshin Investment Management (WIM) does not outsource asset management to outside vendors, but instead helps clients prudently manage their assets through the WIM Investment Committee guiding our four WIM Investment Portfolios.All our client\'s assets are held, and registered at TD Ameritrade. Woloshin Investment Management (WIM) is a Registered Investment Advisor; Michael Woloshin is an Investment Advisor Representative, and Managing Director of WIM. We specialize in helping clients achieve their retirement income goals.