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 Daniel Paikin
140 Broadway, 22nd Floor
New York, New York 10005 T 212-701-7988 F 212-363-6967  Email daniel_paikin@strategiesforwealth.comPublications |
Daniel Paikin
Personal Statement:
I take a comprehensive approach to your financial needs using a process called the Economic Confidence Building Process. This process will produce an offensive and defensive approach to creating and protecting wealth. I focus on enabling clients create maximum wealth while enhancing protection against major facets of life, such as taxes, inflation, lawsuit, death, and disability.With the help of the Living Balance Sheet®, a tool designed to organize your whole financial life, I help my clients plan their personal finances. I create a customized, non-fee based financial plan for you and your family designed to meet your specific needs. Education and Training:
•Tel Aviv University '97•University of Albany - BS, 1998 •Life and Health Licensed •Investments, Mutual Funds, and Annuities Specialized Services Offered:
Personal Services • Retirement Planning • Estate Planning • Life Insurance • Individual Disability Insurance • Investment Management Business Services • Employee Benefits • Buy/Sell Agreements • Business Succession Planning • Risk Management Insurance Licensed In:
New York, New Jersey, Connecticut, TennesseeURL: http://www.strat4wealth.com/danielpaikinNY Rosbruch/Harnik, Inc. D/B/A Strategies for Wealth is an agent of The Guardian Life Insurance Company of America, New York, NY. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. |
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