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      Details

      Financial Services

      General Info

      Manage my clients finances by going through a six step process to assist them in reaching their goals. As a Financial Consultant I coordinate with specialists from many industries (CPA's, Estate Attorneys, Real Estate Brokers, P&C Insurance etc) in order to efficiently achieve my client's goals. Areas of Expertise Investment Counseling Wealth Enhancement Asset Protection 401(k) rollover, and Retirement Planning Retirement Income Distribution

      Hours
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      Contact Info

      Phone:

      Main - 212-660-7410

      Address:
      450 Fashion Ave Ste 2600 New York, NY 10123

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      Categories
      Financial Services, Investment Advisory Service, Life Insurance, Mutual Funds
      Accreditation

      NAIFA - National Association of Insurance & Financial Advisors MDRT - Million Dollar Round Table

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.