The slower pace of the summer months is a great time to connect with your clients about their financial protection needs. Check out our Life Insurance Marketing Hub for sales strategies and marketing support to help your clients check life insurance off their to-do list. https://lnkd.in/eEesF_A4.
Fifth Avenue Financial
Financial Services
A more direct route to your financial goals
About us
A member of the MassMutual family of firms, Fifth Avenue Financial is located in the heart of midtown Manhattan with our financial professionals serving clients across the U.S. Our partnership with MassMutual provides you with access to a full portfolio of insurance and investment solutions. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we can offer you a new level of attention, insight, and guidance. We take pride in our ability to create coordinated recommendations for your most complex financial challenges. Please call us if you have any questions about our firm or the range of financial products and services we provide. Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 90 Park Avenue, 17th Floor, New York, NY 10036. (212) 536-6000. Fifth Avenue Financial is not a subsidiary of MassMutual or its affiliated companies.
- Website
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http://www.fifthavenuefinancial.com
External link for Fifth Avenue Financial
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York
- Type
- Privately Held
- Founded
- 2009
Locations
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Primary
90 Park Ave
17th Floor
New York, 10016, US
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150 E Palmetto Park Rd
Suite 800
Boca Raton, Florida 33432, US
Employees at Fifth Avenue Financial
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Brett Garbut CFS,CLTC
Managing Director at Sentinel Solutions
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Naresh H. Singh, CISSP
Partner and CTO at Lenox Advisors Inc. | Award-winning IT Infrastructure, Operations, and Cybersecurity Executive focused on Financial Services |…
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Tom Henske, CFP
Insurance Professional/Financial Advisor/Author/Financial Literacy Expert
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Michael Book
Managing Partner | Wealth Manager | Corporate Benefits
Updates
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Can You Afford To Wait? Preparing for the Sunset of the TCJA Tax Relief. In this case study, we will explore both annual and lifetime gifting opportunities to a trust as well as taking advantage of the high lifetime exemption amount currently available. Click on the event link to register for this informative webinar hosted by MassMutual's Advanced Sales experts!
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The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.
Business owners: Check your buy-sell agreement | MassMutual
blog.massmutual.com
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Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.
What is a Section 162 executive bonus plan and how does it work?
blog.massmutual.com
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Explore the difference at Fifth Avenue Financial – where MassMutual’s top producers call home. 🏠 Uncover the unique factors that make us a standout choice for financial professionals. #IndustryLeaders #SettingTheStandard #FifthAvenueFinancial