Financial Services
Medical Billing Company with over 30+ years experience helping practices and providers with contracting/credentialing, consulting, medical billing and collections.
MassMututal is a full service Insurance and Financial Institution. We sell life, disability income and long term care insurance. We work in retirement and legacy planning.
As a New York life agent, I can work with you to identify your goals, understand your needs , and offer insurance products that can help you achieve peace of mind.
We can help you ensure a sound financial future for you, your family, and your business by providing customized recommendations based on your individual situation and goals.
Personal Planning
Life Insurance needs Charitable Giving Mortgage Production
Estate Conversation IRA funding College Funding
Business Planning
Buy -Sell Funding Executive Bonuses Key Person Protection
Qualified Plan Funding
◆ As an accomplished CFP® Professional, I focus on comprehensive financial planning and portfolio advisory services for families, businesses and professionals throughout the country.
◆ As a fiduciary-which means i’m legally obligated to do what’s in my clients best interest, clients receive truly independent and unbiased advice in all areas of finance- from investments to insurance.
◆ My mission is to improve the lives of clients, colleagues, and peers through sound financial advice, integrity, and a commitment to exceptional service.
◆ Specialties: Financial Planning Services, Portfolio Advisory Services, Tax Minimization Strategies, Estate Conservation, and Asset Protection.
◆ Credentials: The CFP® certification has become the recognized standard of excellence for personal financial planning. Rigorous testing in a wide range of topic areas, experience requirements and strict ongoing ethical conduct are necessary to obtain and hold the CFP® certification mark. Additional Licenses: Series 7, 66 as well as New York State life and health insurance licenses.