Protect your wealth and your investments.
We specialize in a variety of wealth management services to safeguard your future and protect your assets.
Our experienced wealth management professionals have the tools, expertise and insight to help you secure your investments. With the right advisor by your side, you can have peace of mind that you are prepared for everything from retirement planning, to estate planning, college planning, cash flow management and more.
Series 7 & Series 63 licensed, as well as life, health, & variable insurance licensed offering comprehensive financial planning, including but not limited to
Daniel is passionate about working with clients to meet their financial needs while planning for their future. By listening and asking the
right questions, he has the answers you need and the advice
that will help you achieve your goals.
Your home is one of your biggest assets, and it's important todo all that you can to protect it. We'll help you plan for the Unexpected with insurance coverage that's just right for you and your family.
No matter the size and nature of your business, there are always uncertainties. We'll work with you to determine your business risks and we'll put together an insurance package that makes sense for your business.
Whether you have one vehicle or a whole fleet, we can help you implement custom coverage that will protect your business and personal assets from the additional exposure that commercial vehicles bring with them.
Environmental concerns continue to be a leading societal and business risk issue, sometimes posing serious unexpected challenges. We'll work with you to create a custom solution to help protect your business against environmental risks.
Systems breakdown insurance covers the sudden and accidental, physical damage to equipment that requires its repair or replacement. Well design comprehensive coverage to protect your business against a financial disaster.
Key manlife insurance can keepyour business afloat in the event of the death of any employee who is an integral asset to the company's survival. We'll work with yo design coverage that helps assure continuity of your business for employees, customers and creditors.
Securities Offered Through TFS Securities, Inc. Member FINRA & SIPC
Investment Advisory Services Offered Through TFS Advisory Services, A Division of TFS Securities Inc. an SEC Registered Investment Advisor TFS Securities, Inc. does not accept and can not act upon any time sensitive trading instructions through email and/or voice mail messages. This includes but is not limited to transaction orders, fund transfer instructions, etc.
(732) 792-7000
info@lianet.com
Coverage will not be bound or changed until confirmed by a licensed agent.