Resumes
Resumes
Managing Partner
View pageLocation:
Port Jefferson Station, NY
Work:
Heritage Harbor Financial Associates
Managing Partner
Managing Partner
Skills:
Insurance Planning
Long Term Care Planning Strategies
Executive Benefits Planning
Estate Planning Strategies
Investment Advisory Services
Business Succession Planning
Budget Strategies
Income Protection Strategies
Wealth Management
401K Rollover Strategies
Retirement Planning Strategies
Employee Benefits Strategies
Long Term Care Planning Strategies
Executive Benefits Planning
Estate Planning Strategies
Investment Advisory Services
Business Succession Planning
Budget Strategies
Income Protection Strategies
Wealth Management
401K Rollover Strategies
Retirement Planning Strategies
Employee Benefits Strategies
Certifications:
Series 6, 63
California License # 0L33945
Chfc, Lutcf, Cltc
Life and Health
California License # 0L33945
Chfc, Lutcf, Cltc
Life and Health
Managing Partner
View pageLocation:
Mount Sinai, NY
Work:
Heritage Harbor Financial Associates
Managing Partner
Managing Partner