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Home > Financial Planner Directory > New York > Syosset > Abe I. Shtulsaft, CFP®, MBA, ChFC
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Abe I. Shtulsaft, CFP®, MBA, ChFC

Sagemark Consulting

6900 Jericho Turnpike
Ste 101E
Syosset, NY 11791
Phone: (516) 682-7542
Fax: (516) 921-8276

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Arbitration & Mediation
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Personal Taxes

 

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.