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Michael D. Margarites, CFP®

Oppenheimer & Co

200 Park Ave
24 Fl
New York, NY 10166
Phone: (212) 667-4106
Fax: (212) 667-4373

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Household Income Minimum: $75,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets

 

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.