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        Financial Services

        General Info
        Manage my clients finances by going through a six step process to assist them in reaching their goals. As a Financial Consultant I coordinate with specialists from many industries (CPA's, Estate Attorneys, Real Estate Brokers, P&C Insurance etc) in order to efficiently achieve my client's goals. Areas of Expertise Investment Counseling Wealth Enhancement Asset Protection 401(k) rollover, and Retirement Planning Retirement Income Distribution
        Accreditation

        NAIFA - National Association of Insurance & Financial Advisors MDRT - Million Dollar Round Table

        Categories
        Financial Services, Investment Advisory Service, Life Insurance, Mutual Funds

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        Details

        Phone: (212) 660-7410

        Address: 450 Fashion Ave Ste 2600, New York, NY 10123

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