I know how important it is to make informed financial decisions… protecting all that we’ve accumulated, enjoying our lives today, and transferring our wealth to our heirs and the charities of our choice. With over 30 years of experience, I help people make better money-related decisions, whether it’s by reducing current taxes, protecting assets from being unjustly taken, providing for family heirs and if they're so inclined, helping them optimize their charitable donations. Perhaps the most fulfilling part of my job is when I help families when they have complex trust and estate planning issues, as well as recommending wealth transfer strategies to minimize taxes. I’ve been a speaker and/or panelist at seminars for financial planners, brokers, financial executives and retail investors. For over 20 years I’ve written articles about conservative asset strategies. In my personal life, I’ve been an organizer and co-founder of a Jewish Day School in Great Neck. I was also elected Treasurer of the International Federation of Jewish Men’s Clubs where I revised their entire budget procedure. I’m currently active with the Great Neck Chamber of Commerce, a Charter Member of the Kiwanis Club of Great Neck Peninsula, and the President-Elect of the Rotary Club of Great Neck. Specialties: Financial, estate and retirement planning, including conservative fixed income investments, tax-free and tax deferred strategies, as well as pension planning, college planning and insurance strategies which we incorporate into wills and trusts in order to mitigate taxation and protect both personal and business assets.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
1010 Northern Blvd. - Ste. 208, Great Neck, NY 11021
Director and Investment Strategist is David Cretcher is the author of The Quick Guide to Risk-Managed Investing and a Certified Contributor to Seeking Alpha. Mr. Cretcher has a A.B. in Economics from Miami University and a MBA from the Ohio State University.…show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
As an Oppenheimer Financial Professional, Michael Dickstein aligns each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. He uses an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. Michael focuses on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.…show more
Specialties: Business Insurance‚ Health Insurance‚ Life Insurance
Ryan Kaufman is an Investment Advisor Representative and founder of Koi Wealth Management. Since 1996, Ryan has been providing financial planning strategies to individuals and business owners. In his personal practice he currently specializes in Retirement Income and Distribution Strategies; 401(k) Plan Analysis and guiding Clients 'Within ten years -- on either side -- of their retirement date.' Ryan graduated from California Lutheran University with studies in Business and Pre-law Political Science and completed studies in Philadelphia at the University of Pennsylvania-The Wharton School of Business, for Retirement Planning Strategies. In addition to his own financial planning practice established in 1996, Ryan Kaufman is Recruiting Manager for his Securities America, Inc. affiliated branch and career coach to other financial advisors located within Northern California. He shares some of these financial planning concepts with clients via seminars and public speaking engagements. Ryan currently holds securities registrations series 7, 63, 65, 24; Life/ Health Agent with variable contracts and is an investment advisor representive, registered representative and financial planner. Ryan is married and has three children. He enjoys traveling with his family, coaching soccer and leading outdoor fitness bootcamps. Ryan participates in many community events as master of ceremonies and also does speaking engagements.…show more
Specialties: Health Insurance‚ Life Insurance‚ Retirement Planning
1741 E. Roseville Parkway, Suite 300, Roseville, CA 95661
Pearl Lee joined Janney Montgomery Scott in 2006, and is a Vice President / Investments with over 26 years experience in the financial industry. She began her career at Dean Witter in 1987. Her practice includes individuals, families, and non-profits throughout the country. Pearl advises clients by helping them assess their financial goals, risk tolerance, overall asset allocation and investment options. Working closely with Janney's Financial Planning Department at the corporate office, she provides options for maximizing their retirement planning and intergenerational wealth transfer. She holds FINRA Series 7, 63 and 65 licenses, as well as life, health, variable life and variable annuities licenses. In the community, Pearl is on the following Boards: the Asian American Women's Coalition and Penn Asian Senior Services (PASSi). With the valuable service of her Senior Private Client Assistant, Maryann Knight, she is able to offer a high level of client service.…show more
Specialties: Annuities‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
Brinton Motto's background and achievements: - PROFESSIONAL SPECIALTIES: Comprehensive Financial Planning, Retirement Planning, Estate Planning, Investment Services, Life, Disability Income, and Long Term Care Insurance, Business Succession Planning, Executive Compensation Design, Retirement Plan & Benefit Evaluation and Design - QUALIFICATIONS, Financial Services Associate - Wienken & Associates, 2004, Registered Representative - MML Investors Services, LLC, 2004, BS in Economics – Pennsylvania State University, 1986, FINRA Series 7 Registration, (General Securities), FINRA Series 65 Registration, (Uniform Investment Adviser Law Examination), LUTFC, CIC, Core Couses: Investment, Retirement Planning, Financial Decisions at Retirement, Estate Planning, Insurance and Financial Planning, and Income Tax Planning, National Association of Insurance & Financial Advisors, Member Million Dollar Round Table (MDRT), 2002, 2004 & 2006…show more
Specialties: Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Eric L. Russell is licensed as an financial adviser, employed by J.P. Morgan Securities, and is based out of Oklahoma City, OK. He is a graduate of University of Central Oklahoma, and holds a Bachelors in Finance - University of Central Oklahoma.…show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
7400 S. Pennsylvania Avenue , Oklahoma City, OK 73159
Dan has been with MetLife since June of 1974.During his career with MetLife, Dan has earned the following conference qualifications: 21 Times Leaders, 3 Times Presidents and 1 Time Chairmans. Dan has been married to Diane Grisak for 36 years. He resides in Brecksville, OH and is a proud father of 4 children: Adam, Steve, Nick and Allyson…show more
Specialties: Annuities‚ Employee Benefit Plans‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
It's easier to make decisions about your future when you're guided by Financial Advisors whose first priority is to understand you. Their partnership becomes even more important during periods of life transition—particularly retirement. That's because you may be retiring from work, but life after 65 opens up brand new possibilities and new choices. Whether you are considering a unique business venture, going back to school or charitable pursuits, I would like to help you manage those choices by providing you with the financial guidance and resources you'll need to embrace your future with confidence. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.…show more
Specialties: Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
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