电子邮件 | ema***@***.com | 获取Email |
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电子邮件 | ema***@***.com | 获取Email |
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PORTFOLIO MANAGEMENT We have developed an approach to personal, professional and business portfolio management which seeks to maximize long-term goals and expectations while managing risk. At Madison Global Partners we work with each client to understand their individual situation. This will include a review of the client's financial goals, net worth, cash flow, tax planning, insurance needs, estate analysis, retirement planning, portfolio review, educational planning and charitable donations. Through the experience and knowledge of Madison Global Partners' representatives, recommendations that will optimize results while balancing risks will be made. FINANCIAL PLANNING At Madison Global Partners we help our clients understand their overall financial picture and help chart a course of financial objectives. This includes consultation and advice regarding areas of concern including cash flow, proper budgeting, management of debt, charitable donations, insurance issues, tax issues and planning for future expenses such as home purchasing, education or health care. The specific financial plan devised will vary depending upon the specific planning topics chosen. PLAN FOR RETIREMENT With today's constantly increasing life expectancy, it is never to early to start planning for retirement. At Madison Global Partners we work with our clients to make sure they will have enough money at retirement. We help our clients create a plan that will help them achieve their retirement goals and to enjoy retirement at their desired lifestyle. Whether it is an IRA, a 401(K) or any other retirement saving instrument, we can help analyze current plan structure, consider plan improvements and offer alternative choices, if necessary.
公司 | Madison Global Partners, LLC |
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职位 | Madison Global Partners |
地点 | United States |
http://www.linkedin.com/in/david-nudelman-69755451 | |
部门 | |
头衔 | Director-Financial Advisor |
Madison Global Partners, LLC Madison Global Partners
2018-09-01 -
Axiom Capital Management Director- Financial Advisor
2014-04-01 - 2018-08-01
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2007-04-01 - 2014-04-01
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2002-05-01 - 2005-03-01
David Nudelman 在 Madison Global Partners, LLC 担任 Director-Financial Advisor
David Nudelman 在 Madison Global Partners, LLC 的职位是 Director-Financial Advisor
David Nudelman 的电子邮件地址是 ema***@***.com
David Nudelman 的电话号码是 -
David Nudelman 的公司电话号码是 +164****
David Nudelman 在 financial services 工作。
David Nudelman 的一些同事包括Jeffrey Schure、David Nudelman、John Cierski、Melissa MilaccioChristopher Voccola、。
David Nudelman联系方式: 电子邮件地址:ema***@***.com 电话号码:-
David Nudelman 的个人领英是:http://www.linkedin.com/in/david-nudelman-69755451
David Nudelman 的办公地点:350 Motor Pkwy, Suite 205, Hauppauge, New York 11788, US
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