ABLE Financial Group

Gesher Disability Resources’
Sponsor Spotlight Series

Thank you to…

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Having worked at the larger brokerage firms, co-founders Adam Brooks and Lee Eisinberg wanted to provide a better service experience with a more independent and objective investment approach focusing on what is best for each client. As a result, they established ABLE Financial Group in May 2006 with a mission to earn clients trust each and every day by fully understanding their personal and financial goals, giving unbiased advice, utilizing suitable investments, and offering unparalleled service in a comprehensive and timely fashion.

The services and solutions offered through ABLE Financial Group provide investment management, estate planning, risk management, small business planning, and planned giving strategies using a comprehensive and holistic approach to managing wealth. By combining their thirty plus years in the industry and utilizing their different areas of expertise, Adam and Lee are better equipped to help their clients achieve their financial goals. When it comes to special needs planning, ABLE Financial Group can assist with that too. Whether it is reviewing a current plan or creating something new, Adam and Lee will take the time to work with families ensuring their future and the future of their child who has a disability is planned, managed and coordinated with the right mix of legal and tax advisors as well as disability professionals, if applicable.

ABLE Financial Group assists Gesher Disability Resources through funding and word of mouth. Each year, ABLE hosts a table at Gesher’s annual fundraising gala that is filled with clients and friends who have a connection to the disability community. It has directed a number of people our way who are looking for disability resource referral or have participated in one of our bi-monthly social group events. We are honored that ABLE finds our commitment to inclusion in the community to meet their high standards of service.

Something people may find interesting about ABLE Financial Group is a devotion to helping people and the environment in our community. They combined these by hosting their first shred-a-thon in April 2018. Everyone was invited to bring boxes of documents that needed to be shredded and stay for a burger or hotdog grilled by Adam, Lee, and the ABLE staff. It was so successful, they will do it again!

Sponsor Spotlight Series – look for more on Facebook and our website.