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conversations. We can provide advice and guidance on retirement planning, education savings and other tax-smart investments. Our

financial and retirement planning. When it comes to financial and retirement planning, Ivan Breger, CPA is committed to assisting our clients in achieving financial independence through a comfortable retirementcollege education, setting up retirement plans, insurance, and tax, estate,

of brokerage products and financial services. With specialized retirement planning and expert investment research, Charles Schwab offers personalized

cards, savings and share certificates, free checking, insurance, retirement planning investments, and more. The organization also gives back

cards, savings and share certificates, free checking, insurance, retirement planning, investments and more. Additionally, we strive to give

personalized services such as private banking, wealth management, retirement planning, estate planning, business banking, investment management, loans and

to helping clients with financial planning, investment management, retirement planning, and more. Through their experience and knowledge, they

professional practices in all areas of retirement plans, executive compensation, and health and welfare team is well-versed in handling ERISA and retirement plan issues related to corporate and Mexperienced in fiduciary representation and protection, correcting retirement plan defects, plan mergers, spin-offs, and

medical plan with four options, dental, vision, 401K retirement plan, direct deposit, AFLAC, life and more. All of

and accounting services for businesses, as well as retirement planning options for employers to reduce their tax liability

a broad range of wealth management solutions, tailored retirement planning and expert investment research, as well as complimentary

business accounting, QuickBooks training and setup, financial planning, retirement planning and estate planning. With over 25 years of

planning strategies, debt/credit management, insurance protection and retirement planning, real estate/financing programs, estate/legacy planning, and

-term care, income replacement/disability, tax-free retirement planning, and retirement income planning. For our commercial clients, we provide businessowner

planning solutions to individuals and families, retirement planning, estate planning, business owners, and executiveinsurance, long term care insurance, individual retirement accounts (IRA), IRA rollovers, annuities, management, wealth transfer strategies, business protection planning, buy/sell funding options, key

make informed decisions about their financial future, including retirement planning, estate planning and investment management. The team is

, sales tax, corporations, business licenses, insurance, life insurance, retirement planning and more. We are dedicated to helping you

investments, life insurance, estate planning, financial planning and retirement planning to clients in and around Jericho, New York

various services, such as private banking, wealth management, retirement planning, estate planning, business banking, investment management, and loans

cards, savings and share certificates, free checking, insurance, retirement planning, investments and more. Furthermore, SchoolsFirst FCU also gives