With over 26 years of professional experience, I help my clients accomplish “true wealth" in retirement. Through cutting-edge solutions, I work proactively to meet my clients' needs, allowing them to focus on what matters most. My exclusive approach helps ensure my clients cover essential expenses so that they will be able to do the things they have dreamed about in retirement.My clients include individuals, families and business owners. They all value my ability to listen carefully to their personal situation before making any financial recommendations. They appreciate that I make retirement planning more manageable by breaking it down into doable steps.To better serve my clients, I hold insurance licenses in NY, NJ, CT.When not working with clients, I enjoy being spending time with my family.To learn more about how I can help you, please contact me at:Phone: (516) 984-8885/COMPLIANCE:2021-80/
Listed skills include Investments, Hedge Funds, Capital Markets, Fixed Income, and 14 others.