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Ben Lipschitz, CLU,ChFC,CFP®

Elite Financial Solutions

1375 Broadway
Ste 1004
New York, NY 10018
Phone: (212) 819-0700 x 305
Fax: (212) 819-0689

Toll-free: (866) 819-0700

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Household Income Minimum: $100,000
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

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