New York Financial Managment Advisor

 

Request Info

Please feel free to contact at the information below:

Harbor Financial Services
50 Merrick Road
Rockville Centre, New York 11570

Office: 516-634-1300
Fax: 516-634-1306

Paul J. Celentano: 516-634-1301
pcelentano@harborfs.com

Sabrina Widom: 516-634-1302
swidom@harborfs.com

Kunal Bhasin: 516-634-1304
kbhasin@harborfs.com

 

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New York Financial Services

FINANCIAL SERVICES:
 

Tax sensitive portfolio
management
 

Tactical portfolio management
and risk reduction
 techniques
 

Company stock
protection and liquidity
strategies
 

Stock option analysis and
financing
 

Retirement distribution
planning & wealth transfer
 

College funding/savings