We create an individualized step-by-step process for each client. Once we’ve identified your goals, we walk you through a plan of appropriate strategies to suit your vision and objectives.
Our team, based on Long Island, NY is made up of a dynamic and experienced team of registered financial advisors who are well suited to assist you in creating a comprehensive financial plan.
Meet the team below:
Alan Haenel is a senior investment advisor with over 40 years of experience for Vanderbilt Financial Group. Alan works for VFG with his branch office located in Deer Park NY. Alan is licensed to sell Life & Health Insurance. Alan’s main goal is to help clients meet their retirement needs, by analyzing each clients investment objectives and risk parameters and developing strategies to navigate through both bull and bear markets.
Bert is both a registered representative and registered investment advisor. In addition Bert is a licensed life & health insurance agent and is an IRS enrolled agent. Bert specializes in all types of tax preparation and tax representation as well as providing comprehensive investment analysis in order to develop a portfolio that is designed to meet clients objectives and goals.
We execute a sound financial program by utilizing the following products and services:
We believe Impact Investing is not a fad – it’s the future. The imminent wealth transfer from baby boomers to millennials will change our entire economy making it of the utmost importance to prepare your business for this new demographic. Millennials are passionate about leaving the world better off than when they found it and choose impactful products over products that create no positive benefit.
As independent Financial Advisors, we are affiliated with the Independent Broker Dealer & RIA, Vanderbilt Financial Group, headquartered in Woodbury, NY. Vanderbilt was established in 1965 and is known as the Sustainable Broker Dealer due to their dedication to supporting sustainable and strong financial plans as well as their dedication to the environment as Long Island’s first LEED Platinum office building.
We are supported by staff who are committed to providing superior service. This very progressive, innovative and values driven firm fosters a strong entrepreneurial spirit and a partnership that allows us to better serve our clients. Learn more about Vanderbilt Financial Group here. www.VanderbiltFinancialGroup.com
We’d love to hear from you! Give us a call to schedule a meeting.
Location: 2070 Deer Park Avenue, Deer Park, NY 11729