Northwestern Mutual
Melville
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Showing 128 advisor(s) and rep(s)
Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Melville NY, 11747
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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
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Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Business Continuation Planning
Languages: English, Spanish
Location: Garden City NY, 11530
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Expertise: Life Insurance Planning
Languages: English, French
Location: New York NY, 10004
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AWMA®
As the founder of Intention Wealth Management, Scott's calling is to help clients plan intentionally so that they can enjoy the life that comes from it. While Scott & his team of 3 enjoys working with many segments of professionals, they have a particular expertise and knowledge within the Medical, Finance & Legal markets. He holds the Accredited Wealth Management Advisor designation.Visit my websiteExpertise: Financial Planning, Wealth Management, Retirement Planning, Life Insurance Planning, Disability Income Planning, Retirement Income Planning
Languages: English
Location: Garden City NY, 11530
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Expertise: Business Succession Planning, Financial Planning, Retirement Planning, Estate Planning, Business Valuation Planning, Business Continuation Planning
Languages: English
Location: Babylon NY, 11702
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