en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
New York
      
Nassau County
      
Hempstead
      
Private Equity
      
Charles S. Kaufman & Associates
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Charles S. Kaufman & Associates
 
 
Overview: 

Charles S. Kaufman & Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial confidence to provide financial independence.

We are experienced professionals with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

At Charles S. Kaufman & Associates, we provide assistance in the following areas:

Investments

   Bonds
   Common Stock
   Educational IRA
   Brokerage Accounts
   Mutual Funds
   Roth IRA
   SEP IRA
   Simple IRA
   Traditional IRA
   Variable Annuity

Financial Planning

   Retirement Planning
   Tax Plans
   401(k) Planning
   403(b) Planning
   College Plans
   Estate Plans
   Money Purchasing Plans
   Profit Sharing Plans

Insurance

   Disability Income Insurance
   Life Insurance
   Long Term Care Insurance
   Fixed Annuities

Tax Planning

   Individual Tax Preparation and Planning
   Business Start Up and Corporate Taxes
   Small Business Accounting Services
   Income, Gift and Estate Tax Returns


 
 
Back
 
 

 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©