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.
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.
We’d love to hear from you! Give us a call to schedule a meeting.
Location: 2070 Deer Park Avenue, Deer Park, NY 11729