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Get found as the Top Financial Advisor in Cedarhurst, NY
Moshe Alpert
Ceo And Founder
Northwestern Mutual - Cedarhurst,NY
I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants a... Show More
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I purchased a term life policy through this financial advisory firm about two years ago. My experience was very positive for two reasons:
1. A different financial advisor led me to believe that I would be unable to qualify for life insurance...
1. A different financial advisor led me to believe that I would be unable to qualify for life insurance...
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About
I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care insurance products, as well as a broad knowledge of the investment world.
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Positions
- Wealth Management Advisor
Licenses
- ['DI License', 'Life License', 'LTC License', 'VA License', 'VLI License'] # 0M21420