Avshalom Gad
Description
pulled from site's meta descriptionThis Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor. It helps the client or potential client understand what he can get through working with a financial advisor and what are the benefits of having a financial plan. The site also features a Flash movie that demonstrates our Wealth Management Solution application which is an online software that allows Integrated Financial Planning using a Team Approuch where the financail advisor is the quarterback of the team for the client working with the other client advisors like CPA's, Estate Planning Attorney and Mortgage Planners to intgrate their advice on one platform having perfect and complete communication. It allows everyone to be on the same page and pull together for the benefit of the client.
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- AboutUs AutoGen
- life insurance
- term life insurance
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- New York Life agent
- New York Life Insurance Company
- NYL
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- Insurance
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- Education funding
- College funding
- Estate planning
- Asset allocation
- Mutual funds
- Asset Management Account
- Brokerage
- Broker
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- Wealth
- 401k
- 401(k)
- 403b
- 403(b)
- 529 Plans
- SEP
- Online financial tools
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- News
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- Stock Quotes
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- IRA
- Roth IRA
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- long-term care
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- annuities
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- Capital
- Building Futures
- Your Future Your Way