
Adalberto J. Garciaemail
420 Lexington Avenue Suite 2510
New York, NY 10170-2199
Professional Story
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
Education
University of Central Florida (2008-2013)
Affiliations & Memberships
Society of Financial Services Professionals
United Nations Association of the United States of AmericaCommunity Involvement
Youth Sports Partners
Languages:
- English
- Spanish
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Charitable Giving
- Estate Planning
- Business Succession Planning
- Risk Management Strategies
- Financial Education
- LGBTQ
Check the background of this investment professional on FINRA’s BrokerCheck
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