Paul Zodtner - Ritholtz Wealth Management

Clifford Michaels, CFP is a financial management firm based in New York, NY, with over 30 years of experience in providing wealth management services to professionals, pre-retirees, and retirees. They offer a holistic approach to financial planning, helping clients accumulate and distribute wealth for a secure retirement through investment management, retirement planning, insurance, and managing finances. With a focus on personalized risk assessment and comprehensive financial planning, Clifford Michaels aims to guide clients towards financial security and independence. They provide leadership and guidance in tax reduction strategies, portfolio construction, creating lifetime income streams, and wealth transfer for the next generation. Proudly partnered with Charles Schwab and Cadaret Grant, Clifford Michaels offers a 5-step process that includes investment planning, income planning, tax planning, insurance, health care planning, and legacy planning.Generated from the website

CarVal Investors is a reputable financial firm based in New York, NY, specializing in alternative asset management and investment strategies. With a focus on distressed debt, corporate credit, and real estate, CarVal Investors leverages its expertise to deliver value and generate returns for its clients. Generated from their business information