What are your biggest financial challenges today?

Creative Planning Strategies
2020-11-19T17:33:04-05:00
What are your biggest financial challenges today?
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Creative Planning Strategies

Team

Our team includes some extraordinarily talented individuals. Here are the associates who play an important part in helping us develop solutions for – and provide service to – our clients:

Michael KaneMichael Kane

Penn Mutual Relationship Manager,
CEO & Managing Director,
Empire Wealth Strategies

Linda VescioLinda Vescio

Penn Mutual Underwriting Liaison,
Vice President,
Empire Wealth Strategies

Evan PollackEvan Pollack

Senior Financial Advisor,
Empire Wealth Strategies

 

Strategic Partners

Robert D. StuchinerRobert D. Stuchiner

Advanced Planning Specialist
Founder & Strategic Advisor,
Synergy Life Brokerage Group LLC
917.825.3835

 

Michael Kane, Evan Pollack and Empire Wealth Strategies are not affiliated with Creative Planning Strategies.

“Scott is very unique, he is very authentic.  It’s very difficult in the super competitive New York marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”

Michael P. Beys, Esq.
Managing Partner
Beys Liston & Mobargha LLP

Creative Planning Strategies
2020-10-26T19:56:14-04:00

Michael P. Beys, Esq.
Managing Partner
Beys Liston & Mobargha LLP

“Scott is very unique, he is very authentic.  It’s very difficult in the super competitive New York marketplace for somebody to distinguish themselves. Scott does that through a combination of persistence, knowing his stuff and this extra, philosophical component where he gets you thinking about money and finances differently. The more time one invests in that relationship, the more you realize how authentic, unique, and one-in-a-million he is.”
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Creative Planning Strategies
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