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Home > Financial Planner Directory > New York > New York > Jonathan M. Satovsky, CFP®, ChFC, CIMA
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Jonathan M. Satovsky, CFP®, ChFC, CIMA

Satovsky Asset Management, LLC

232 Madison Avenue
Suite 500
New York, NY 10016
Phone: (212) 584-1900
Fax: (212) 584-1901

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • 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.