Connect with us

Hi, what are you looking for?

Business

U.S. Planning Group (NY) Launches Two New Enterprises

U.S. Planning Group (NY) will launch two new enterprises, Crystal Wealth Management, Inc. and Private Client Insurance Designers in June 2011.

05/27/2011 // New York, NY , USA // michael.frieda@uspny.com // Michael Frieda

U.S. Planning Group (NY) will launch two new enterprises, Crystal Wealth Management, Inc. (www.CrystalWealthUS.com) and Private Client Insurance Designers (www.PCIDusa.com) in the coming month of June 2011.

Together, these companies will combine the resources and talent to offer some of the most unique Wealth Transfer Solutions and Wealth Building Strategies available in the financial services community today.

U.S. Planning Group (NY) is an Independent Financial Planning and Wealth Management company. Free of the pressures and limits of offering only a select set of product choices.

We offer our clients sound financial advice with the opportunity to choose from a wide range of products from vast array of product manufacturers and financial institutions.

Through one point of contact we can assist our clients through life’s transitions with an in-depth integrated financial plan just right for them.

We’re in the business of caring about our clients, their families, and businesses. No matter what the situation, financial success requires careful planning and professional guidance. We pride ourselves in taking our clients, their families, and their businesses through the major milestones in life by building, preserving, and endowing wealth, one client at a time.

Many accountants, attorneys, and bankers call on us for advice on behalf of their clients, in addition to engaging us to help them manage their own affairs.

We are ready to assist clients in overcoming the challenges of life and business. And ready to simplify the complexity of navigating the complex financial problems associated with taxes, retirement, illness, or death.

Visit us @ www.uspny.com or call 212.660.7401 to speak to one of our Financial Advisors to find out how.

Social Media Tags:wealth management , financial planning, wealth building, financial advisors,

Newsroom powered by Online Press Release Distrubution – SubmitMyPressRelease.com

You May Also Like

Business

State would join dozens of others in enacting legislation based on federal government’s landmark whistleblower statute, the False Claims Act

press release

With a deep understanding of the latest tech, Erbo helps businesses flourish in a digital world.

press release

#Automotive #Carbon #Canister #Market #Projected #Hit #USD New York, US, Oct. 24, 2022 (GLOBE NEWSWIRE) —  According to a comprehensive research report by Market...

press release

Barrington Research Analyst James C.Goss reiterated an Outperform rating on shares of IMAX Corp IMAX with a Price target of $20. As theaters...