Steven Kaufman
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Steven Kaufman
My mission is to help maximize my clients’ financial confidence by helping them identify…
Experience
Financial Professional
Jan 2020 — Present · New York, NY, US
For additional information please visit my website at mission is to help maximize my clients’ financial confidence by helping them identify and work toward achieving their most important financial goals utilizing a consistent step-by-step process. As part of one of Equitable Advisors, LLC top financial services teams, I provide customized financial planning and wealth management strategies at a high level of service and capabilities. As my clients’ needs and circumstances evolve and economic conditions change, they can be sure that I will be there to assist them in reviewing and maintaining their goals and objectives. Furthermore, by leveraging the wealth of knowledge and resources made available by Equitable Advisors, LLC, I am determined to provide dependable service in:1. Wealth management strategies2. Financial planning3. Retirement income strategies4. Risk management and family protection strategies5. Tax efficient strategies6. Children\'s education planning7. Estate planning strategiesIn order to help my clients, I use a specific step-by-step process that engages my clients to specify their goals and ambitions. Please visit my website for more details at leveraging this step-by-step process, my client and I are able to walk down a path toward a sound financial plan and an investment strategy that fits within their overall goals. I work with CPAs, CFPs, and Trust & Estate attorneys.After working together, one can find that they have more confidence in their financial future as they will have a clear understanding of their investment and insurance strategy.
Education
Farmingdale State College
Aeronautical Science
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