Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.
Center for Wealth Preservation, LLC
Financial Services
Syosset, New York 991 followers
Plan Differently.
About us
We have 6 areas of practice specialization: Business Succession Planning: You’ve worked hard, building a thriving business, and you’d like to see your legacy live on. We can help you create the transition plan to hand your business to the children you have working in it, while making your other children whole as well. Education Planning: Most people today are likely to agree that an investment in higher education usually reaps its rewards in higher long-term earnings-and, hopefully, greater job satisfaction-one key concern is how to choose a smart savings alternative. Estate Planning: For those clients who’ve been fortunate enough to accumulate a significant estate, and help make sure their wealth is distributed equitably to their family and charities, rather than to the government. Retirement Planning: A successful retirement should include preparing and maintaining a comprehensive financial plan encompassing all your financial needs, risks and options. SpecialCareSM Planning: A unique process built by MassMutual Life Insurance Company, that creates a plan for families with special needs that helps maximizes financial opportunities and protection for lifetime security. The LEAP® System: For our “Wealth Builder” clients, we offer a unique, objective process that helps them organize their insurance and assets, maximize their growth, decrease taxes and unnecessary costs, and protect their family better. * Visit us on: Facebook - https://www.facebook.com/CenterForWealthPreservation/ Twitter - https://twitter.com/cwp_metro CRN201901-207651
- Website
-
http://www.cwpmetro.com
External link for Center for Wealth Preservation, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Syosset, New York
- Type
- Privately Held
- Founded
- 2004
- Specialties
- Financial Services, Life Insurance, Special Care, Disability Insurance, and Estate Planning
Locations
-
Primary
6800 Jericho Tpke
Suite 202 West
Syosset, New York 11791, US
-
2929 Expressway Drive North
Suite 200
Hauppauge, New York 11749, US
Employees at Center for Wealth Preservation, LLC
Updates
-
We're #hiring a new Financial Sales Associate in Syosset, New York. Apply today or share this post with your network.
-
Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.
Four Smart Strategies