Benjamin Feldman
Wealth Management Advisor@ Northwestern Mutual
New York, New York, United States
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Benjamin Feldman is a wealth management advisor with Park Avenue Capital Planning, specializing in developing comprehensive financial solutions for his clients. With almost 20 years of experience, he specializes in estate planning, retirement planning, life and disability insurance planning, and long term care planning. Benjamin's goal is to listen to his clients and potential clients to provide them with the best financial solutions. He works with his team to design a plan that aligns with their needs and objectives, ensuring their financial security. Benjamin's mission is to help clients achieve their goals and achieve their dreams through understanding their needs and providing solutions.
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Emails and Phone Numbers

@northwesternmutual.com
@nmfn.com
@aol.com
+1 212988****
+1 212988****
+1 973244****
+1 860889****
+1 414271****
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About

As a wealth management advisor with Park Avenue Capital Planning, I specialize in developing comprehensive financial solutions for my clients. Typically, this holistic approach includes estate planning, retirement planning, life and disability insurance planning as well as long term care planning. I have been advising my clients since 2003. My goal is to listen to my clients and potential clients in order to provide them products and services that best fit their needs. I work with my team to design a plan to ensure my clients' goals and objectives are met for financial security during their working years and beyond. My goal is to enable my clients to realize their goals and dreams and address their concerns about retirement and under-capitalization. Understanding my clients’ situations by helping them identify their needs, educating them, offering possible solutions, respecting their assets, monitoring their progress and keeping in touch is my mission.

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Work Experience

720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797, US

Financial Services

34828
Phone
+1 8669504644

Benjamin Feldman's Professional Milestones

  • Wealth Management Advisor (2003-12-01~2016-11-13): Developed comprehensive wealth management strategies to assist clients achieve their financial goals.