Direct Phone: 631-656-1787
Direct Fax: 608-236-6308
Located in: Garden City, NY
Covers: NY, NJ, FL, CT
Check the background of this investment professional on FINRA BrokerCheck.
As a financial advisor, George brings over 24 years of financial expertise to the table. George puts his experience to work in understanding your financial concerns. Whether it’s planning to save for your child’s college education, buying your first home, or saving for a secure retirement, George guides our members through every step of the financial planning process to create a personalized plan. George is a Registered Representative of CUNA Brokerage Services, Inc., a member of FINRA/SIPC.
*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
CBSI-2163191.1-0618-0720 AdTrax FR-2933404.1-0120-0225
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