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Jennifer Shulman, Simply Balanced Solutions LLC

 

Member profile details

Membership level
Affiliate
First name
Jennifer
Last name
Shulman
Organization
Simply Balanced Solutions LLC
Phone
727-421-5573
About
I am a Certified Daily Money Manager. I take care of individuals personal finances so they do not have to. I work for families taking care of their older adults and communicate with the designated fiduciary. I also work with high net worth individuals who have complicated financial circumstances that would simply rather spend their time doing anything else. To learn more about me, visit my website SimplyBalanced4u.com.
Photo
Specialty - Affiliate
  • Professional Money Manager
Service Area
  • Central Florida
Website
SimplyBalanced4u.com
Address
PO Box 76505
City
St. Petersburg
State
FL
Zip Code
33734

Professional Fiduciary Council of Florida
PO Box 430
St. Petersburg, FL 33731
727-350-4049

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