Victor Garra Email & Phone Number

I work extensively with business owners and executives, developing solutions to help you meet your business goals including:- Tax-efficient strategies to accumulate wealth and protect you and your business- Retirement plans and employee benefits to help attract and retain good employees- Business valuation services to help you assess the worth of your business- Business succession planning that helps assure a long and successful future- Insurance and protection planning to prepare for the possible departure or disability of an owner or key employeeI can help you make the best decision on retirement savings programs, group insurance plans, and financial literacy workshops for your employees, with a turn-key employee financial education solution that connects the benefits you offer with each employee’s overall financial strategy. In regards to personal wealth management, my goal is to help you maximize the value of your incentive programs like bonuses, restricted stock grants, and stock options, as well as qualified and non-qualified retirement programs. For those executives in transition, I work to create 401(k) rollover strategies that factor in all of your retirement savings programs and accounts.Working to identify timely investment opportunities to help grow your wealth means your financial strategies will address the key components of wealth accumulation and preservation for you and your family. My work takes into account the needs of multiple generations and creates a long-term strategy to meet your personal goals.With over two decades of financial services experience, I have guided clients through a variety of economic conditions, bull and bear stock market cycles, shifts in political leadership, both here and abroad and, a myriad of legislative and tax law changes.

Listed skills include Financial Services and Services.

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  Stockton University

  Business Finance