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ABOUT JOSEPH PERLOW


Commitment

I am committed to developing sound wealth-building programs to help you meet your lifetime financial goals.

Experience

For more than 30 years, I've been building strong client relationships by helping them understand and solve their financial goals. My roster of satisfied customers spans businesses, professionals and families - some are even multi-generational. They rely on my knowledge, service and commitment to guide them through the complexities of financial life, including:

  • Life and Health Insurance
  • Investment Programs*
  • Elder Planning
  • And more…

What Sets Me Apart

Always intuitive and sensitive to comprehending my customer's financial needs, my approach typically allows me, in a very short time, to assess their individual financial concerns and suggest a program that meets their objectives



I keep current on new financial products and trends in the marketplace, so I can fully understand the changing tax, economic and market implications that could impact my clients. I use this knowledge to achieve my goal of helping to provide them with the best financial plan that works for them.

Credentials

My credentials include:

  • MBA in finance and investments
  • Chartered Life Underwriter® (CLU®) and active member of the Society of Financial Services Professionals
  • Life and qualifying member of the industry's Million Dollar Round Table (MDRT) and a multi-year member of their prestigious Court of the Table.
  • Recipient of numerous sales and management awards from leading financial service organizations. 

What I Can Do For You

I can assist you with your comprehensive financial plan, including:

  • Risk management
  • Estate review, analysis, and planning
  • vCollege expense planning
  • vBusiness planning
  • Insurance selection via competitive carriers
  • Investment analysis*
  • Retirement planning
  • Employee and executive benefits review
  • Pension design
  • Pension administration

Tap into All the Advantages of Perlow Planning

Service and commitment is my top priority, I invite you to call me at: 646-284-9120 or toll-free, 1-888-4PERLOW.   You can also contact me by email by clicking here.

Neither Perlow Planning nor their representatives render legal or tax advice.  Please consult with your attorney, accountant and/or tax consultant for advice concerning your particular circumstances.


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