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Financial Advisor   

$75MM AUM | $300,000 GDC in Massapequa, NY

Member Level
Premier
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Massapequa, NY, US
12 Month Gross Revenue
$300,000
Number of Accounts
150
Avg Client Age
52

Overview

I am my clients' first call when they are seeking financial advice and to get things done. I pride myself on immediate responses 24/7 to inquiries and concerns. I am a sole practitioner with over $75 M in assets under management. My tax practice has grown 20% annually for the past five years. I teach a class on a weekly basis entitled "Smarter Social Security" to tax professionals, civic association members and library patrons and accompany clients when they visit SS offices to collect benefits for the first time or revise a claim. I have earned the CFA, CPA and CFP credentials. I embrace the fiduciary role when providing investment advisory services.

I am able to make a sizable down payment to those advisors looking to sell a book of business and cash-out in the immediate future. I am also ready to work with those seeking a succession plan over the next 1-5 years, until that time a final separation is determined to be in order.

I invite you to visit my website ___ and look forward to discussing this listing in further detail.

 
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