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Managing Partner,
Forest Hills Financial Group
OVERVIEW OF SERVICES
529 Plans, Alternative Investments, Annuities, Asset Management, College Savings, Disability insurance, Employee Benefits, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
SPECIALTIES
- Business Planning
- Business Succession Planning
- Financial Planning
- Legacy Planning
- Wealth Protection
LOCATION
122 E 42nd St
New York
New York
10168
United States
New York
New York
10168
United States
SERVING:
CA,AZ,CO,CT,DE,FL,GA,MA,MD,ME,MI,NC,NJ,NV,NY,SC,TN,TX,VA,VT
Virtual Appointments Available
Director of Financial Planning,
Proxy Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
Growing up as a first generation immigrant, i was raised by a single mother and grandmother. I saw first hand how difficult it could be Read more...
SPECIALTIES
- Charitable Planning
- Divorce Financials
- Executive Compensation Packages
- Family Legacy Planning
- Financial Planning
- IRA
- Legacy Planning
- Pension
- Personal Tax Planning
- Retirement planning
- Self Directed IRA
- Tax Mitigation
- Trust Planning
- Wealth Protection
- Wealth Preservation
LOCATION
Brooklyn
New York
New York
11209
United States
New York
New York
11209
United States
SERVING:
All 50 States
Virtual Appointments Available