Preparing for the next step in life isn’t always easy.My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I assist clients and help them meet their long-term financial goals.
I work closely with my clients and can also work with you to:
· Define your personal financial goals
· Develop a financial strategy that can help you achieve these goals
· Suggest suitable products and solutions based on your needs
· Implement your strategy with products and services that help meet your needs.
Manhattan College (1988-1992)
Affiliations & Memberships
Medford Chamber Commerce
Brookhaven Lions Club
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Estate Planning
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Lars’s Licenses and Disclosures