New York Satellite Office - Broad St

Satellite Office

80 Broad St.Suite 3102
New York, NY 10004

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    MAIN OFFICE


    Our Financial Professionals

    1. Jonathan D. Bookbinder

      CFBS

      New York Satellite Office - Broad St

      Focus:

      • Business Owners
      • Business Succession Planning
      • Estate Planning
      • Insurance Strategies
      • Show More

      Languages:

      • English
    2. Eunmi "Grace" Cho

      MBA

      New York Satellite Office - Broad St

      Focus:

      • Insurance Strategies
      • Business Owners
      • College Funding Strategies
      • Estate Planning
      • Show More

      Languages:

      • English, Korean
      • Bradley R. Everett

        New York Satellite Office - Broad St

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Risk Management Strategies
        • Financial Education
        • Show More

        Languages:

        • English
        • Joseph Fantozzi

          New York Satellite Office - Broad St

          Focus:

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

          Languages:

          • English
          • Johnathan W. Fuentes

            New York Satellite Office - Broad St

            Focus:

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

            Languages:

            • English
            • Joanna R. Gunderson

              New York Satellite Office - Broad St

              Focus:

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

              Languages:

              • English
              • Kyong Jang

                LUTCF®

                New York Satellite Office - Broad St

                Focus:

                • Estate Planning
                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English, Korean
                • Suzette Reeves

                  New York Satellite Office - Broad St

                  Focus:

                  • Insurance Strategies
                  • Financial Education
                  • Group Benefits
                  • College Funding Strategies
                  • Show More

                  Languages:

                  • English
                  • Audrey Schwartz

                    RICP®, MBA

                    New York Satellite Office - Broad St

                    Focus:

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

                    Languages:

                    • English
                    • Brian Segel

                      CLTC®

                      New York Satellite Office - Broad St

                      Focus:

                      • Insurance Strategies
                      • Retirement Strategies
                      • Investment Strategies
                      • Risk Management Strategies

                      Languages:

                      • English
                      • Dean Silverman

                        New York Satellite Office - Broad St

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Mark G. Turner

                          CFA®

                          New York Satellite Office - Broad St

                          Focus:

                          • Insurance Strategies
                          • Retirement Income Planning
                          • Business Owners
                          • Student Loan Refinancing
                          • Show More

                          Languages:

                          • English
                        CRN202109-253382