Northwestern Mutual
Cedarhurst
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Showing 15 advisor(s) and rep(s)
CLU®, CFP®, ChFC®, RICP®
I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care insurance products, as well as a broad knowledge of the investment world.Visit my websiteExpertise: Qualified Plan Design Assistance, Financial Planning, Wealth Management, Life Insurance Planning
Languages: English, Hebrew
Location: Cedarhurst NY, 11516
FINRA BrokerCheckExpertise: Life Insurance Planning
Languages: English, French
Location: New York NY, 10004
FINRA BrokerCheck
CLU®, CFP®, ChFC®, ChSNC®, WMCP®
Visit my websiteExpertise: Wealth Management, Financial Planning, Business Continuation Planning, Life Insurance Planning, Disability Income Planning, Special Needs Planning
Languages: English, Hebrew
Location: Cedarhurst NY, 11516
FINRA BrokerCheck
CPA
I aim to be a strategic partner to help my clients reach their goals. In addition to being a Financial Advisor, I hold a CPA license which has given me a broad base of knowledge to help my clients make strategic decisions when it comes to both defensive and offensive planning.Visit my websiteExpertise: Business Risk Management, Disability Income Planning, Financial Planning, Life Insurance Planning
Languages: English
Location: Cedarhurst NY, 11516
FINRA BrokerCheck
Expertise: Life Insurance Planning, Employee and Executive Benefits Planning
Languages: English, Hebrew
Location: Cedarhurst NY, 11516
FINRA BrokerCheck
Expertise: Life Insurance Planning, Financial Planning
Languages: English
Location: Cedarhurst NY, 11516
FINRA BrokerCheck
Expertise: Financial Planning, Wealth Management, Retirement Planning, Life Insurance Planning
Languages: English
Location: Cedarhurst NY, 11516
FINRA BrokerCheck
Expertise: Financial Planning, Life Insurance Planning, Investment Strategies, Retirement Planning, Wealth Management
Languages: English
Location: Cedarhurst NY, 11516
FINRA BrokerCheck