Financial Advisors in or around Garden City, New York
David Warshaw (CRD#:4702122) is an experienced financial advisor with The WealthPlan, located at 585 Stewart Ave, Suite 640, Garden City, NY 11530. David has over 10 years of experience as a financial services professional/consultant.
About the Firm: The WealthPlan was founded by David Efrem Warshaw, CHFC®, CLU®. The WealthPlan is a comprehensive financial planning & asset management practice service clients throughout multiple generations. The WealthPlan currently manages over $21 million for over 120 households throughout the country.
David's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI), Annuities, Insurance. David is licensed for the following insurance and annuities products: Annuity, Disability, Life, Long Term Care, Variable Annuity, Variable Life.
David's compensation methods: Based on Assets.
David can be reached at (516)683-6210 and is generally available for a meeting at firm's office, via phone, via email.
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