David Cohen

Henry Plyler is a New York-based financial planning firm that specializes in providing comprehensive solutions for individuals and families. With a team of experienced advisors and a network of professionals, they offer personalized strategies and timely ideas to help clients achieve their financial goals. Through advanced analytical tools and collaboration with legal and tax advisors, Henry Plyler simplifies and demystifies the complexities of managing wealth, ensuring that clients' goals are never far out of reach. With decades of experience, Henry Plyler is dedicated to delivering sophisticated financial planning services. They provide budget planning, investment advice, pension plans, long-term care solutions, life insurance, and risk protection. Their mission is to help clients achieve serenity through careful planning, offering specific solutions tailored to individual needs and simplifying the complexities of wealth management.Generated from the website

Brix Partners, led by Jason Feldman, is a financial services practice based in New York, NY. With over 32 years of experience, Jason specializes in providing personalized financial and investment advice, retirement planning, and estate planning services to meet the unique needs of each client. He holds prestigious designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Certified Long-Term Care (CLTC), ensuring in-depth knowledge of key financial planning disciplines. Brix Partners is committed to helping individuals achieve their financial goals and offers a range of solutions tailored to their specific circumstances. Jason Feldman's extensive background includes working as a wealth management advisor at Northwestern Mutual and serving as a stockbroker at boutique firms, managing assets for both retail and institutional clients. He graduated from Duke University with a B.A. in Economics and Public Policy. In addition to his professional pursuits, Jason enjoys traveling, art, music, sports, and cooking with his children. Brix Partners is licensed and registered to offer products and services in multiple states, providing clients with comprehensive financial solutions and guidance.Generated from the website

Thomas Gwin in Elmsford, NY, offers personalized financial services under the Barnum Promise, focusing on listening to clients, understanding their needs, and providing tailored advice and solutions to help them achieve their financial goals. With a commitment to putting clients' best interests first, the company assists individuals in managing risks, investing for the future, planning for retirement, navigating job transitions, and leaving a legacy. Through a team of experienced financial professionals, Thomas Gwin aims to help clients protect their loved ones, adapt to life changes, seize opportunities, and enjoy their later years. By delivering insightful guidance and personalized service, the company assists individuals like Stephen and Maria in setting realistic savings goals, optimizing their financial strategies, and working towards a secure financial future.Generated from the website