I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I am passionate about my local community and am an active member of the American-Hungarian Chamber of Commerce and of the Federation of Italian-American Organization of Queens. I was born and raised in Budapest, Hungary and moved to NY over 20 years ago. I currently reside in Astoria, and when I’m not working I enjoy spending time with my son, playing and watching sports, traveling, cooking and solving Sudoku puzzles.
LaGuardia College (2004-2006)
Affiliations & Memberships
Member of the Hungarian-American Chamber of Commerce
Member of the Italian Society Club in Astoria, Queens
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- Group Benefits
- College Funding Strategies
- Business Owners
- Financial Education
- Business Succession Planning