 |
 T F  Email Publications |
Education and Training:
Marist College - BS in Business Administration with a concentration in Finance and a minor in AccountingPace University - Certified Financial Planner (CFP) Specialized Services Offered:
Retirement Planning, Asset Management, Estate Planning, Insurance Planning (Life, Long-Term Care, and Disability Insurance), Business Succession Planning, Employee Benefits, Pension Plans, Buy-Sell Agreements, and Lending (Credit Planning)Licensed in NY, CT, and NJ About Me:
Over the past 8 years, people have chosen to work with me because of my honesty and genuine desire to help people plan for the life they want to live. I focus on my clients' vision and goals and design financial strategies for their unique situation. The benefit is that clients gain the confidence and motivation to move in the direction that serves them best.URL: http://www.strat4wealth.com/ |
 |
|||||
 |
 |
 |
 |
 |
 |