Hauptman Kenneth

Henry A Feldman CPA is a reputable accounting firm based in Jericho, NY, offering a range of professional services to individuals and businesses. Specializing in tax preparation, financial planning, and consulting, the firm provides personalized solutions to meet the unique needs of each client. Generated from their business information

Planning your finances can be a frustrating and confusing process. Many tend to avoid financial planning because they may not know where to begin. At RLB Wealth Planning, Inc, our mission is to help clients find their way through the maze of financial opportunities and pitfalls by providing them with three key tools: As a Certified Financial Planner ( tm ) and CPA, Rich Bergen has the experience neccesary to give you the personal one-one advice needed. Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and enables them to meet both short-and long-term objectives. Please c today to arrange a free consultation or for more information about RLB Wealth Planning, Inc Securities offered through Registered Representatives of Cadaret Grant & Co., Inc, Member.

NMS Management is a leading organization based in Oyster Bay, Town of, NY, offering a range of services and forums for endowments, foundations, healthcare institutions, and investment officers. Their membership-based community provides educational forums, roundtables, and industry papers, allowing members to stay informed and connected with the latest trends and challenges in the investment field. With a focus on fostering collaboration and knowledge-sharing, NMS Management hosts exclusive gatherings for CIOs and senior investment officers, sponsored by select fund managers. Their commitment to providing valuable insights and networking opportunities makes them a trusted resource for professionals in the investment industry.Generated from the website