Client Services

 

Creating financial strategies begins with an in-depth evaluation of your current financial situation. Once you and I have established your overall objectives, together we'll focus on your specific goals.

Some of the services I offer are:

1. Comprehensive Financial Services

2. Investment Services (annuities, mutual funds and stocks)

3. Retirement Planning

4. Estate Conservation Strategies

5. 529 College Savings Plans

6. Insurance Needs Analysis (Life Insurance, Long Term Care and Disability)

7. Tax Preparation

I am available 12 months a year for all services.  During tax season, which is mid-January through April 15, I am available 7 days a week. 

                               

Securities products are offered through registered representatives of Cetera Advisors Network Corp., a broker-dealer (member FINRA/SIPC).  Branch office:  212-45 26th Avenue, Bayside, New York 11360.  Telephone number-718-423-7020.