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Premier Silver Partner

Category: Financial / Insurance/ Law

New York State Financial Planning Network
New York State Financial Planning Network
500 North Broadway Suite 260
Jericho, NY 11753

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Lee E. Rosenberg CFP, President
P (516) 932-5130
F (516) 932-7706

 

We work with you to create a Pre-Retirement Plan that includes:

Detailing Specific Retirement Goals

Identifying the Best Retirement Options

Coordinating TRS Benefits with Assets and Income

Guidance of Tax Strategies

Creation of Tax Strategies

Advice on Risk Management

Review of Insurance and Estate Decisions

Supervision of Portfolio

Let's Create Tomorrow's Security

 

 

Strategic Partners
  • C&S Companies
  • CSArch Architecture/Engineering/Construction Management, D.P.C.
  • Day Automation
  • Discovery Education
  • Ferrara Fiorenza PC
  • Generation Ready
  • Infinite Campus
  • K12 Insight
  • Networked Educational Technologies, DBA:CSDNET
  • New York Schools Insurance Reciprocal (NYSIR)
  • Northwest Evaluation Association (NWEA)
  • NYLearns & SuperEval (PLS 3rd Learning)
  • Utica National Insurance Group
  • WestEd