Karan Murugesu, Cfp®, Chfc® Email and Phone Number
Karan Murugesu, Cfp®, Chfc® work email
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Karan Murugesu, Cfp®, Chfc® personal email
Karan Murugesu, Cfp®, Chfc® phone numbers
As the founder, President and CEO of Ameriwealth Financial Group, I have had the privilege of working with some of the most sophisticated and well-regarded organizations and clients since 2010. We are all deeply committed to helping our clients succeed in pursuing their goals across a broad range of financial planning and wealth management needs. We are dedicated to ensuring that every client clearly understands their situation and has an actionable plan, and we maintain continual communication with our clients.When working with my clients, I embrace a holistic planning process to help business owners, executives and high net worth families with comprehensive financial planning, investment management, portfolio design, business succession planning, estate planning, retirement income and insurance design. In addition, I also provide employee welfare and executive benefits to small and mid-size businesses.To learn more about what I do and how I may be of service to your family or business, please connect with me here on LinkedIn or visit our website.Neither Ameriwealth Financial Group, LLC and its employees nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.Ameriwealth Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.339 Princeton Hightstown Road, East Windsor, NJ 08512. (609)- 469-0242
Ameriwealth Financial Group, Llc
View- Website:
- ameriwealthfinancialgroup.com
- Employees:
- 3
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Founder And CeoAmeriwealth Financial Group, LlcNew York, Ny, Us
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Founder & CeoAmeriwealth Financial Group, Llc Mar 2015 - PresentEdison, New Jersey, UsFounded in 2015, Ameriwealth Financial Group provides expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. Working as a cohesive team to provide innovative financial solutions and exceptional client service, we can assist you in coordinating the many different aspects of your financial life, and then develop a comprehensive plan to help you meet your goals and objectives. Leveraging both internal and external resources, we are uniquely prepared to assist you with your needs.Whether you are an individual concerned about securing a comfortable retirement, a business owner wondering how to effectively monetize succession of your business, or a family member facing estate conservation or asset transfer issues, Ameriwealth can assist you.OUR PURPOSEAmeriwealth Financial Group is a holistic financial practice that specializes in working with executives, business owners and affluent individuals and families. Committed to the belief that the only plan that truly succeeds is customized to fit your individual needs, we take exceptional care to understand your unique financial situation, goals and objectives and tolerance for risk. Utilizing the best analytical tools available to us, we design and continually monitor your plan to ensure optimal results and relevance. Whether you are in the accumulation, preservation or distribution phase of your financial life, we can assist you with both building and managing a customized solution.We specialized in: • Comprehensive Wealth Management• Holistic Financial Planning• Investment Advisory Services• Executive and Business Planning• Life Insurance Planning• Health and Disability Insurance Planning• Group Benefits Planning• Long Term Care Insurance• Retirement and Educational Planning• Estate Planning.Please Visit www.ameriwealthfinancialgroup.com to learn more.
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Financial AdviserEagle Strategies, Llc Apr 2020 - PresentNew York, Ny, UsThrough my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.DISCLAIMERI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.339 Princeton Hightstown Road, East Windsor, NJ 08512. (609)- 469-0242Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Ameriwealth Financial Group, LLC is not owned or operated by Eagle Strategies, LLC or it's affiliates. I am not licensed in all jurisdictions. -
Financial Services ProfessionalNylife Securities Llc Sep 2010 - PresentKaran Murugesu is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 339 Princeton Hightstown Road, East Windsor, NJ 08512 (609) 469-0242 I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Ameriwealth Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Ameriwealth Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. -
AgentNew York Life Insurance Company Sep 2010 - PresentNew York, New York, UsI am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Ameriwealth Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Ameriwealth Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Karan Murugesu, Cfp®, Chfc® Skills
Karan Murugesu, Cfp®, Chfc® Education Details
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New Jersey Institute Of TechnologyBachelor'S Degree -
Rutgers University - NewarkBachelor'S Degree
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Essex County CollegeAssociate'S Degree
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Methodist Central CollegeHigh School
Frequently Asked Questions about Karan Murugesu, Cfp®, Chfc®
What company does Karan Murugesu, Cfp®, Chfc® work for?
Karan Murugesu, Cfp®, Chfc® works for Ameriwealth Financial Group, Llc
What is Karan Murugesu, Cfp®, Chfc®'s role at the current company?
Karan Murugesu, Cfp®, Chfc®'s current role is Founder and CEO.
What is Karan Murugesu, Cfp®, Chfc®'s email address?
Karan Murugesu, Cfp®, Chfc®'s email address is ka****@****ife.com
What is Karan Murugesu, Cfp®, Chfc®'s direct phone number?
Karan Murugesu, Cfp®, Chfc®'s direct phone number is +197374*****
What schools did Karan Murugesu, Cfp®, Chfc® attend?
Karan Murugesu, Cfp®, Chfc® attended New Jersey Institute Of Technology, Rutgers University - Newark, Essex County College, Methodist Central College.
What skills is Karan Murugesu, Cfp®, Chfc® known for?
Karan Murugesu, Cfp®, Chfc® has skills like Retirement Planning, Insurance, Life Insurance, Term Life Insurance, Retirement, Financial Services, Finance, Mutual Funds, Fixed Annuities, Estate Planning, Health Insurance, Disability Insurance.
Who are Karan Murugesu, Cfp®, Chfc®'s colleagues?
Karan Murugesu, Cfp®, Chfc®'s colleagues are Cinthia Marin, Vidya Shivkumar.
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