Myerson Wealth

The Myerson Agency Shortlisted for the Family Wealth Report Awards 2018

LA wealth advisory company named Best Insurance Brokerage Provider finalist by prestigious industry awards. LOS ANGELES, CALIFORNIA — The Myerson Agency, a premier wealth and legacy planning company based in Los Angeles, has been shortlisted for the Family Wealth Report Awards. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor […]

Myerson Wealth Welcomes FinTech Expert as Partner to Lead Business Development Efforts

Myerson Wealth Welcomes FinTech Expert as Partner to Lead Business Development Efforts Dylan Cohen joins Los Angeles wealth planning firm The Myerson Agency. – Los Angeles. With demand for income protection and wealth accumulation strategies increasing, Myerson Wealth announces the addition of FinTech expert Dylan Cohen to the team. To read more, visit here.

Myerson Wealth Speaks on Business Succession Planning at Business Fundamentals Bootcamp

Richard Myerson, CPA, CLU, ChFC, delivers a presentation to local growing businesses at Supporting Strategies’ annual Business Fundamentals Bootcamp – Los Angeles. This year’s theme is “Fundamentals of Growth,” under which Myerson speaks about the importance of planning a business’ exit strategy, as well as tactical skills and pointers. To read more, visit here.