Personal Financial Management You Can Trust
Protecting and growing your assets, practice or business over time requires disciplined, strategic investment strategies designed to achieve your financial objectives. MedReceivables Advisor Financial Management, Inc. helps clients with investment management, retirement planning, trust and estate planning and administration, business planning and all related aspects of an integrated financial management plan.
Our mission is always to guide our clients to the right financial solutions and achieve their personal goals. Building our success on a foundation of integrity, sound performance and extraordinary service, we are proud of our many long-lasting client relationships. We enjoy knowing our clients personally and understanding the unique needs associated with their businesses, families and other individual considerations.
The strong team at MedReceivables Advisor Financial Management combines specialized expertise in accounting, tax law, investments and insurance for a holistic approach to wealth preservation and management. With Donald Cohen and Kristian Longo at the helm, we provide a personalized level of client service that is unavailable at most other financial management firms. We bring fresh ideas and creative alternatives to provide the income and wealth management services our high net worth clients seek.
The spectrum of services for personalized wealth management solutions we offer includes:
- Investment Strategies and Wealth Management
- Pension and Retirement/401K Planning
- Life Insurance, Disability and Long-Term Care Planning
- Employee Benefits
- Business Succession Planning
- Trust and Estate Planning
- CPA, Accounting and Tax Services
Please contact us to discuss how we can be of assistance in providing the best investment strategies and services to achieve your financial objectives: