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Mike Berman, CFP®

Morganstanley Smith barney

One New York Plaza
36 Fl
New York, NY 10004
Phone: (212) 428-5287
Fax: (212) 428-5285

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

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.