Justin Budnick Email and Phone Number
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Justin E. Budnick founded Budnick Capital LLC, a firm dedicated to financial planning for physicians and dentists. Justin fully understands the myriad and complex challenges you face, from the changing economic landscape of our time … to the emerging innovations in your field … to the dedication and commitment you have for your patients. You have little additional time to monitor your personal financial situations let alone keep up with arcane and changing financial rules and regulations.Justin offers customized, comprehensive and collaborative financial planning services with the physician and dentist in mind: “I want my clients focusing their passion and energy on their personal life, their practice and their leisure and not on the added burden of growing or protecting their wealth. We work together as partners: their job is to define their personal and profession goals and my job is to help them define and implement a plan that will get them there.”Justin is a frequent speaker at residency programs, physician associations, and medical societies around the country on topics related to financial education for medical professionals. He resides in West Hartford, CT and holds his Series 7, Series 66, and Life and Health registrations. Justin is a Registered Representative and Financial Advisor of Osaic Wealth, Inc.Working in partnership with Osaic Wealth, we are proud to offer a full suite of investment solutions, including professional portfolio management, portfolio guidance and a wide range of brokerage serviceSecurities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Budnick Capital LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Please see website for full disclosures.
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PresidentBudnick Capital Llc May 2019 - PresentEast Hartford, Connecticut, UsFinancial Advisor for Physicians, Dentists, and High Net Worth Individuals. JustinBudnick.com -
RepresentativePark Avenue Securities Jan 2013 - May 2019Registered Representative at Park Avenue Securities from 01-2013 to now: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 197 SCOTT SWAMP RD., FARMINGTON, CT 06032, ph# 860.677.2600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Physicians Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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PartnerPhysicians Wealth Strategies Jan 2013 - May 2019Physicians Wealth Strategies is a comprehensive financial planning firm offering concierge financial solutions for doctors- from residency to retirement. Through our collaborative environment Physician Wealth Strategies helps individual physicians and their medical practices succeed in the highly competitive and regulated health care environment.Physicians have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need specialized financial advice to cover mid-life household expenses and avoid a major shortfall at retirement.They need financial guidance to help them cover mid-life household expenses and avoid a major shortfall at retirement. Working with Physician Wealth Strategies, can help mid-career doctors develop detailed cash-flow plans, formulate strategies to maximize after-tax returns potential on their investments and monitor their continual progress.
Justin Budnick Skills
Justin Budnick Education Details
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Roger Williams University
Frequently Asked Questions about Justin Budnick
What company does Justin Budnick work for?
Justin Budnick works for Budnick Capital Llc
What is Justin Budnick's role at the current company?
Justin Budnick's current role is President @ Budnick Capital LLC | Financial Advisor.
What is Justin Budnick's email address?
Justin Budnick's email address is jb****@****ail.com
What is Justin Budnick's direct phone number?
Justin Budnick's direct phone number is +186064*****
What schools did Justin Budnick attend?
Justin Budnick attended Roger Williams University.
What skills is Justin Budnick known for?
Justin Budnick has skills like Insurance, Public Speaking, Leadership, Management, Strategic Planning, Customer Service, Marketing, Sales, Small Business, Negotiation, New Business Development, Team Building.
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