Jonathan D. Bookbinder

Credentials:
  • CFBS

Focus: Business Owners, Business Succession Planning, Estate Planning, Insurance Strategies, Retirement Income Planning, Risk Management Strategies, Financial Education, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Student Loan Refinancing, Investment Strategies

Languages: English

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

Education

Washington College (2006-2010)

See Jonathan’s Licenses and Disclosures

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New York Satellite Office - Broad St

Satellite Office

80 Broad St.Suite 3102
New York, NY 10004

CRN202207-267436