The focus of my practice is working with small business owners and individuals to plan for their
retirement using the most tax efficient methods to meet their current and future goals.
All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor.
Tax planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with the Investment Center Inc or IC Advisory Services, Inc.
What is your approach to financial planning? Holistic approach through the integration of tax and investment planning to help maximize benefits of investing to potentially reduce tax liabilities.
|Firm Start Year:||1979|
|Name of Broker/Dealer:||The Investment Center Inc|
|Name of Custodial Firm:||Pershing|
|States Licensed in:||AL, AK,FL,HI,LO,MA,MI,MO, NJ, NY, NC,PE,VI|
|Number of Years with Current Firm:||19|
|Work Experience:||Licensed as a CPA in August 1977. Operated my own CPA practice since May 1979. Securities and insurance licensed since 1996.|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Non-Profit Organizations, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Annuities, Insurance|
|I can meet clients in the following ways:||At your home, Via phone, At your office, Via email, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Health, Long Term Care, Variable Annuity, Variable Life, Life|
|Financial Organization Memberships:||IARFC, American Institute of Certified Public Accountants (AICPA)|
|Advisor's Number of Planning Clients:||50|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||50,000.00|
|Compensation Methods:||Based on Assets, Commissions|
All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor Tax Planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with The Investment Center Inc or IC Advisory Services, Inc
My belief is that every client has their own financial goals and prospective on how to reach them. I take great care to understand my clients so that I can provide them with financial solutions that will address their unique needs.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|