Private Client Asset Management
516-280-4622
401 Franklin Ave 110
Garden City, NY 11530
Garden City, NY 11530
Fax: 516-280-4625
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Business Information
Investments, mutual funds, exchange traded funds, bonds, annuities, life insurance, long term care insurance, health insurance, disability insurance, financial planning, retirement planning, estate planning, tax planning, 401k plans, Rollover IRA's, Pension Plans, Profit Sharing PlansInvestments, mutual funds, exchange traded funds, bonds, annuities, life insurance, long term care insurance, health insurance, disability insurance, financial planning, retirement planning, estate planning, tax planning, 401k plans, Rollover IRA's, Pension Plans, Profit Sharing Plans
Investment management, financial planning, retirement planning, estate planning, tax preparation, college planning, insurance
All industries with a focus on professionals, legal, medical, small businesses,
2008
Financial Planning Assoociation
| MONDAY | : | 9:00AM | - | 5:00PM |
| TUESDAY | : | 9:00AM | - | 5:00PM |
| WEDNESDAY | : | 9:00AM | - | 5:00PM |
| THURSDAY | : | 9:00AM | - | 5:00PM |
| FRIDAY | : | 9:00AM | - | 5:00PM |
Business Description
We provide professional investment guidance and management. We utilize mutual funds, exchange traded funds, stocks, bonds, and annuities. We also provide in depth financial planning with a focus on Retirement, Estate, and College needs. In addition, we provide solutions for life, health, disability, and long term care insurance needs. And to tie it all together, we do personal income tax planning and tax form preparation.
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