New York Satellite Office - Third Avenue

Satellite Office

622 Third Avenue, 9th Floor
New York, NY 10017

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    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Avi Ashkenazy

      New York Satellite Office - Third Avenue

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Mark "MJB" Benun

        CFBS

        New York Satellite Office - Third Avenue

        Focus:

        • Insurance Strategies
        • Business Owners
        • Group Benefits
        • Business Succession Planning
        • Show More

        Languages:

        • English, Spanish
        • Nicholas Bozanich

          New York Satellite Office - Third Avenue

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Zachary Davidson

            New York Satellite Office - Third Avenue

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • LGBTQ
            • Show More

            Languages:

            • English
            • Jared J. Finkelstein

              CLTC®, CFBS

              New York Satellite Office - Third Avenue

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners
              • Student Loan Refinancing

              Languages:

              • English, Spanish
            • Shea Fischer

              New York Satellite Office - Third Avenue

              Focus:

              • Insurance Strategies

              Languages:

              • English
              • Schragaj Frisch

                New York Satellite Office - Third Avenue

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Philip J. Kaplan

                  CLU®, ChFC®

                  New York Satellite Office - Third Avenue

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Estate Planning
                  • Retirement Income Planning
                  • Show More

                  Languages:

                  • English
                  • Eric Kleinstein

                    New York Satellite Office - Third Avenue

                    Focus:

                    • Insurance Strategies
                    • Financial Education
                    • Estate Planning
                    • Retirement Income Planning
                    • Show More

                    Languages:

                    • English
                    • Yonah Kohn

                      New York Satellite Office - Third Avenue

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Military
                      • Retirement Income Planning
                      • Show More

                      Languages:

                      • English
                      • Bruce J. Mactas

                        New York Satellite Office - Third Avenue

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Keith Schmidt

                          RICP®, CASL®, ChFC®, CLU®

                          New York Satellite Office - Third Avenue

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English
                        • Sidney J. Weinstock

                          New York Satellite Office - Third Avenue

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Mindi Wernick

                            New York Satellite Office - Third Avenue

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                          • Joseph R. Wexler

                            New York Satellite Office - Third Avenue

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • College Funding Strategies
                            • Charitable Giving
                            • Show More

                            Languages:

                            • English, Spanish
                            CRN202109-253382