What are your biggest financial challenges today?

Creative Planning Strategies
2020-11-19T17:33:04-05:00
What are your biggest financial challenges today?
0
0
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 consistently demonstrated how effective his strategy could be for me. He allowed me to understand how I could really have it all; the protection and the savings that I was looking for at the same time. He provided me with strategic recommendations that held up to every analysis that I put them through.”

Paul Becht, CPA
Partner
Margolin, Winer & Evens, LLP
Certified Public Accountants and Business Advisors

Creative Planning Strategies
2020-10-26T19:56:39-04:00

Paul Becht, CPA
Partner
Margolin, Winer & Evens, LLP
Certified Public Accountants and Business Advisors

“Scott consistently demonstrated how effective his strategy could be for me. He allowed me to understand how I could really have it all; the protection and the savings that I was looking for at the same time. He provided me with strategic recommendations that held up to every analysis that I put them through.”
0
0
Creative Planning Strategies
Top of Page