New York Satellite Office - Third Avenue

Satellite Office

622 Third Avenue, 9th Floor
New York, NY 10017

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    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Avi Ashkenazy

      New York Satellite Office - Third Avenue

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Mark "MJB" Benun

        CFBS

        New York Satellite Office - Third Avenue

        Focus:

        • Insurance Strategies
        • Business Owners
        • Group Benefits
        • Business Succession Planning
        • Show More

        Languages:

        • English, Spanish
        • Nicholas Bozanich

          New York Satellite Office - Third Avenue

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Zachary Davidson

            New York Satellite Office - Third Avenue

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • LGBTQ
            • Show More

            Languages:

            • English
            • Jared J. Finkelstein

              CLTC®, CFBS

              New York Satellite Office - Third Avenue

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Business Owners

              Languages:

              • English, Spanish
              • Shea Fischer

                New York Satellite Office - Third Avenue

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • Schragaj Frisch

                  CLTC®

                  New York Satellite Office - Third Avenue

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Philip J. Kaplan

                    CLU®, ChFC®

                    New York Satellite Office - Third Avenue

                    Focus:

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

                    Languages:

                    • English
                    • Eric Kleinstein

                      New York Satellite Office - Third Avenue

                      Focus:

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

                      Languages:

                      • English
                      • Yonah Kohn

                        New York Satellite Office - Third Avenue

                        Focus:

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

                        Languages:

                        • English
                        • Bruce J. Mactas

                          New York Satellite Office - Third Avenue

                          Focus:

                          • Insurance Strategies

                          Languages:

                          • English
                          • Arment Merovci

                            MS

                            New York Satellite Office - Third Avenue

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • W Keith Schmidt

                              ChFC®, CASL®, CLU®

                              New York Satellite Office - Third Avenue

                              Focus:

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

                              Languages:

                              • English
                            • Sidney J. Weinstock

                              New York Satellite Office - Third Avenue

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Mindi Wernick

                                New York Satellite Office - Third Avenue

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Joseph R. Wexler

                                  New York Satellite Office - Third Avenue

                                  Focus:

                                  • Insurance Strategies
                                  • Business Owners
                                  • College Funding Strategies
                                  • Charitable Giving
                                  • Show More

                                  Languages:

                                  • English, Spanish
                                  CRN201905-211178