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Financial Planning Services
How do you navigate your investments in this turbulent market? Stocks? Bonds? CD's? We are here to help you diversify your portfolio so that you can grow your money when the market is up, and play defense when the market takes a tumble.
Right now is a great time to address your financial challenges and your financial goals!
Arnold Block and David Block in our Manhattan Office work are registered representatives with INVEST Financial Corporation.
Arnold has a Series 6 and 63 Securities License with the FINRA, and is licensed to sell insurance in New York State.
David has a Series 7 and a Series 24 Securities License with the FINRA and is also licensed to sell insurance in New York State.
We specialize in retirement planning, business consulting, investments, estates and trusts and personal financial planning.Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.
Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Insurance Consulting
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Securities offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered Broker Dealer. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. INVEST does not provide tax or legal advice. INVEST is not affiliated with TaxMaster Financial Services.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may
only conduct business in a state if the representatives and the BD or IA they
represent (a) satisfy the qualification requirements of, and are approved to do
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2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that
involve (a) effecting, or attempting to effect, transactions in securities; or (b)
rendering personalized investment advice for compensation.
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