Jason Garoppolo is licensed as a Financial Avisor, employed by Allstate Financial Services, LLC, and is based out of Groton, CT.
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
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
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
Paul Lobosco is licensed as a Financial Advisor, President of Forward Capital Management, LLC, doing business out of Red Bank, NJ.
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
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
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
When my time comes I would like not to have to say “I wish I would have.” The reality for most of us is that there will be a list of things we’ll look back on. Some great. Some, not so much. That philosophy is foundational in my practice. We can plan for what we would like to happen based on things we can control. But there are lots of things we can’t control, which leads us to the process of making choices. Those choices can make all of the difference in completing the financial puzzle or limiting the impact when an unplanned event happens. At the same time, tomorrow is promised to no one. Yesterday, is the past. Today, is a present. Tomorrow is a gift. An Advisor’s job is to assist the people that depend on us to find a balance so they don’t say “I wish I would have.”…show more
Lance S Heisler is securities broker with Northwestern Mutual, which primarily works with Individuals. Lance Heisler operates out of Mobile, AL.