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Find
out more about
our highly qualified
Financial Planners:
National Wealth Advisors Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
Phone: 914-729-1105
Fax: 914-761-3840 |
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Financial Planners
Experience:
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President of National Wealth Advisors Inc. - a comprehensive wealth management practice offering financial planning and wealth management through Summit Financial Resources, Inc. |
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President of privately owned pension and executive benefits firm - MAC Pension, Inc. |
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25 years specializing in solving problems, reducing taxes and maximizing opportunities for BUSINESS OWNERS and HIGH NET WORTH individuals. |
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Many years life experience managing personal and client financial, career and family issues. |
Expertise:
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Graduate Degree MSFS (Master of Science in Financial Services). |
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AEP - Accredited Estate Planner® |
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Director of Estate Planning Council of Westchester County, Inc. |
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Member of ASPPA (American Society of Pension Professionals & Actuaries), NAEPC (Nat’l Assoc. of Estate Planners & Councils), Society of Financial Service Professionals, and The National Association of Insurance and Financial Advisors. |
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Guest lecturer for numerous CPA, attorney, medical associations, insurance and investment company groups |
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Creator of The Integrated Tax Reduction Solution.™ |
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Creator of The Macro Integrated Wealth Solution.™ |
Education:
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American
College, Master
of Science in
Financial Service |
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Florida
Tech, BS Management |
Specialization:
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Comprehensive
Financial
Planning |
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Pension,
Executive,
and Employee
Benefit
Plan
Design and
Planning |
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Investment
and Retirement
Planning |
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Estate
Planning |
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Risk
Management |
Services:
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Provides financial counseling to the clients of major CPA and law firms. |
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Top clients include business owners and high net worth individuals. |
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20101706-0120 |
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CONTACT
OUR EXPERTS |
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Call 914-729-1105
or email us at
National Wealth Advisors |
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| RELATED
INFORMATION |
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