Please complete the CAPTCHA to continue
@4tfg.com
✓
3 phones found area 631, 439, and 516
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Martin E. Levine is listed as Chief Marketing Officer at 4Thought Financial Group Inc., Syosset, Long Island, New York at 4Thought Financial Group Inc., Long Island, New York, a company with 9 employees, based in Syosset, New York, United States. AeroLeads shows a work email signal at 4tfg.com, phone signal with area code 631, 439, 516, and a matched LinkedIn profile for Martin E. Levine.
Martin E. Levine previously worked as Chief Financial Officer at 4Thought Financial Group Inc., Long Island, New York and CPA at Nysscpa. Martin E. Levine holds Chartered Advisor In Philanthrophy, Planned Giving from The American College.
This section adds company-level context without repeating Martin E. Levine's masked contact details.
AeroLeads found 1 current-domain work email signal for Martin E. Levine. Compare company email patterns before reaching out.
I am the CFO of 4Thought Financial Group, specializing in providing personalized financial advisory services. Working directly with clients, I coordinate all aspects of their financial lives and bring together a team of trusted advisors to ensure consistency in service to secure desired outcomes.My primary focus is on achieving financial goals. I view myself as a caretaker for clients’ legacies, overseeing planning and implementation of growth, retirement and wealth protection strategies. I have experience in both the public and private accounting sectors which gives me a unique perspective regarding business owner personal financial needs. As a financial advisor, I recognize that knowledge is critical and for this reason I stay in regular contact with my clients and their trusted advisors.I authored the Widow’s Survival Guide, published in 1998 (available on Amazon.com). In the book I outline important planning concepts for widows and families. I also speak professionally on financial planning topics. I have been interviewed by the Wall Street Journal and other financial media outlets on personal finance planning, retirement planning and investing topics.At 4Thought we take a multi-faceted approach to wealth management. We focus on utilizing formulaic data-driven investment strategies designed to create durable portfolios for clients in all market conditions. Our team’s strategies have achieved #1 status in the world in the Multialternative investment category according to Morningstar’s Separate Account database. This rank was achieved by its Opportunistic Systematic Investing portfolio. In 2014 the firm scored high rankings in two other categories – World Stock and World Allocation.*I earned my MBA from St. John’s University and my BBA from the University of Miami. I served as vice-president of the Shelter Rock Jewish Center, was a trustee of the Holocaust Memorial and Tolerance Center of Nassau County and the Meir Panim – Relief Centers of Israel.
Listed skills include Investments, Finance, Financial Advisory, Retirement Planning, and 15 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Syosset, New York, United States
4Thought approaches all clients and the advisory community with the gold standard in holistic financial coordination with a unique turn-key model. Lots of firms talk the talk on holistic planning. At 4Thought, we've got a pretty unique turn-key model that protects advisors not only with our deep "plug-and-play" financial expertise and investment solutions.
Woodbury, NY
Financial Advisor - Top 100 Investment Advisors
Tarrytown, NY
President of Estate Preservation Services, LLC - #1 in whole life insurance production for Guardian Life Insurance Company
Other employees you can reach at 4tfg.com. View company contacts for 9 employees →
Stephen Holloway
Colleague at 4Thought Financial Group Inc., Long Island, New YorkGreater Manchester, England, United Kingdom, United Kingdom
View →
DM
Daniel Mackey
Colleague at 4Thought Financial Group Inc., Long Island, New YorkEast Northport, New York, United States, United States
View →
ML
Martin Levine
Colleague at 4Thought Financial Group Inc., Long Island, New YorkSyosset, New York, United States, United States
View →
BM
Brian Mackey
Colleague at 4Thought Financial Group Inc., Long Island, New YorkWoodbury, New York, United States, United States
View →
Quick answers generated from the profile data available on this page.
Martin E. Levine works for 4Thought Financial Group Inc., Long Island, New York.
Martin E. Levine is listed as Chief Marketing Officer at 4Thought Financial Group Inc., Syosset, Long Island, New York at 4Thought Financial Group Inc., Long Island, New York.
AeroLeads has found 1 work email signal at @4tfg.com for Martin E. Levine at 4Thought Financial Group Inc., Long Island, New York.
AeroLeads has found 3 phone signal(s) with area code 631, 439, 516 for Martin E. Levine at 4Thought Financial Group Inc., Long Island, New York.
Martin E. Levine is based in Syosset, New York, United States while working with 4Thought Financial Group Inc., Long Island, New York.
Martin E. Levine has worked for 4Thought Financial Group Inc., Long Island, New York, Nysscpa, Guardian/Park Ave Securities, Long Island, New York, and Clarfeld Financial Advisors.
Martin E. Levine's colleagues at 4Thought Financial Group Inc., Long Island, New York include Stephen Holloway, Daniel Mackey, Martin Levine, and Brian Mackey.
You can use AeroLeads to view verified contact signals for Martin E. Levine at 4Thought Financial Group Inc., Long Island, New York, including work email, phone, and LinkedIn data when available.
Martin E. Levine holds Chartered Advisor In Philanthrophy, Planned Giving from The American College.
Martin E. Levine is listed with skills including Investments, Finance, Financial Advisory, Retirement Planning, Financial Planning, Wealth Management, Portfolio Management, and Retirement.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Martin E. Levine you were looking for.
