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
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
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
Complete Advisors is an Independent financial advisory and planning firm which assumes a direct fiduciary relationship with investors. Our role is to provide holistic, objective, and client centered financial planning advice including: Retirement Income Planning, Investment management, Estate planning and Insurance. We work best with individual investors that are seeking “big picture” investment & financial guidance, who prefer delegating these functions to a planner or advisor rather than doing it on their own. Through our strategic partners, we can now also provide a Complete 401-(k) outsourcing solution for sponsors of 401(k) plans beyond investment advice – including: record-keeping, administration and FULL fiduciary protection.…show more
Specialties: Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
181 South Franklin Ave , Suite 303, Valley Stream, NY 11581
Jason is a Financial Advisor with Northwestern Mutual Financial Network and has been involved in the financial services industry since 2005. While at the University of Maryland (College Park), Jason interned at Smith Barney in their Global Wealth Management Division and was a summer analyst at the InCap Group, Inc. in their Capital Markets Division. He joined our team in 2009 from Morgan Stanley Smith Barney. Jason holds his Series 7, 31 and 66 securities licenses, as well as, the Maryland life and health insurance license.…show more
Specialties: Asset Management‚ Business Insurance‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Since 1996, The RVH Group has offered wealth management advice and guidance to affluent families, corporate executives, professionals, business owners and their companies. We offer clients investment management, retirement outlook analysis, insurance strategies and other wealth management strategies, as well as trust and estate planning services through Bank of America. We have significant experience with the sophisticated financial needs of high-net-worth individuals and families. Our innovative team structure and well-refined process offer both: the intimacy and personal touch of a small, highly focused financial advisory practice, coupled with the vast and powerful resources of Merrill Lynch. We help clients pursue their financial goals and objectives with strategies designed to build wealth with minimum risk and volatility. To help seek this balance, we leverage Merrill Lynch's open architecture investment platform—one of the broadest in the industry. By combining our own experience with that of leading economists, research analysts and investment managers, we are able to customize sophisticated portfolios of noncorrelating asset classes with clients. Jeff Thomas started his career working for a large American bank in New York and Washington, DC back in 2007. Later he moved to China where he helped clients from all over the world. In 2013 Jeff returned to the United States with his wife Cora and two rescued dogs.…show more
Specialties: Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
225 Liberty Street, Floor No. 40, New York, NY 10281
If you're like most of our clients, you're here because you want to find an advisor who is not only competent, but with whom you can feel comfortable enough to discuss money, security and the values and principles underlying the critical financial decisions begging for your attention. What distinguishes our firm from other advisory firms is that we recognize the need to go beyond the numbers. Financial planning has evolved into a discipline that is as much about the person as about his or her wealth. We understand this and, in most cases, clients become not only clients - but friends. Another distinguishing factor is that I am a CPA with over 20 years of experience. If you decide to hire us, then we will also do your personal income taxes every year at no additional cost to you. Few other financial advisors offer that service. That said, the process of bringing on new clients is not something we take lightly, and we are just as likely to judge your suitability as a client as you are to judge our suitability as an advisory firm. "Client fit" is essential in order to give you the best service possible - a service you'll gladly depend upon for years to come.…show more
Specialties: Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Tax Planning
39555 Orchard Hill Place, Suite 600, Novi, MI 48375
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