Certified Financial Planners Queens, Brooklyn & Staten Island

We're a team of certified financial planners in Queens, Brooklyn, Staten Island. Our Brooklyn, Queens & Staten Island financial planner help to pay fewer taxes.

Click here :- http://www.lpsfinancial.com/

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

We Want To Empower Our Clients To Create, Protect & Preserve Their Individual and Corporate Wealth.

LPS Financial is committed to the investment philosophy that we have always adhered to. In a service business, we know that without dedicated, talented and thoughtful people, we cannot be the firm we aspire to be. Keen attention to integrity and responsibility is followed in everything we do. We are committed to maintaining a culture of diversity, integrity and strong business principles.

The New Standard in Personalized Wealth Management

Welcome to LPS Financial, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

IRA Rollover

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

Self-Employed Retirement Plans

Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

Gaurav Lall

Managing Partner

For over a decade, clients have sought Mr. Lall’s advice in implementing strategic wealth plans that encompass a well-balanced approach to investing. Mr. Lall heads the Risk Assessment division.He has been responsible for entrenching the firms core principles and philosophy to clients. With the help of his team, they analyze and diligently review quantitative and qualitative risk for the betterment of client portfolios.

Prior to co-founding LPS Financial, Mr. Lall started his career as an Associate at Raymond James Financial and then as a Senior Financial Consultant at a boutique firm on Wall Street.

Contact US :-

Phone646.606.2257
Fax212.328.7877
E-mailGLall@LPSFinancial.com

Aron Pinson, CFA

Aron Pinson, CFA is a Co-Founder and the Chief Investment Officer of LPS Financial LLC, an SEC Registered Investment Advisor.

Mr. Pinson has a longstanding passion for investing that predates his professional experience in the business. From the young age of 13, Aron was involved in the equity markets, trading his own accounts and learning all that he can about the complex financial marketplace.
Mr. Pinson has more than a decade of professional financial market experience. He is a Chartered Financial Analyst and is a member of the CFA institute.

Contact US :-

Phone646.606.2258
Fax212.328.7877
E-mailAPinson@LPSFinancial.com

Tamir Shabat Managing Partner

In 2001, Mr. Shabat, true to his entrepreneurial spirit, embarked on a career as an owner/operator of several telecommunications outlets throughout New York City. After building a thriving business,

Mr. Shabat made a decision to sell his franchise in order to pursue his fervent passion for the financial markets by becoming a Financial Consultant in 2004.

His experiences as a successful entrepreneur and business strategist as well as a devoted and involved family man have proven to give Mr. Shabat an ability to understand his client’s day-to-day needs and long-term goals.

Phone646.606.2255
Fax212.328.7877
E-mailTShabat@LPSFinancial.com

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Contact US :-

2535 VICTORY BLVD STATEN ISLAND, NY 10314

Phone : -212-328-7876
: -212-328-7877
E- Mail :-INFO@LPSFinancial.com