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Suzanne Nitzberg, CFP®, CLTC

S N Financial Services Inc.

47 Piccadilly Rd
Great Neck, NY 11023
Phone: (917) 754-2379

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Succession Planning
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.