We manage complete financial planning, retirement, college savings, and insurance plans to secure your financial future. Contact us to develop a customized investment strategy.
About
I specialize in long-term financial planning including trust and estate planning, in managing retirement plans such as 401k, 403b, 457b, Traditional IRA, Roth IRA, Roth 401K, SEP, SIMPLE IRA and Annuities (both Fixed and Variable).
I also can manage 529 college savings plans and custodial UGMA/UTMA accounts. As my client's portfolio manager, I trade listed stocks, ETFs, options, futures, and cryptos in their discretionary accounts.
Additionally, I offer a range of insurance policies, including Index Universal life insurance (IUL) plans with or without long-term care rider, Variable life insurance (VUL), Whole-life insurance, stand-alone long-term care policies, ACA Health Plans, Medicare supplemental insurance (MediGap), Dental, Vision, Hearing, Hospital Indemnity, Cancer, Heart Attack, Stroke, Travel Insurance
Please don't hesitate to contact me to schedule a free consultation and receive trusted advice. You can reach me at 201-937-8352 or subhrajit@p50advisor.com, and visit www.p50advisor.com for more information.
MediGap/Medicare Supplements Carriers are listed below:
NJ
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Banker's Fidelity
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Cigna
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LifeShield
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American Benefit Life
NY
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Humana
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UHC
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Mutual of Omaha
FL
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Cigna
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Lifeshield
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American Benefit Life​
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Humana
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My FINRA CRD # 5214817
NJ Department of Banking and Insurance, Credential ID 3001840751
Florida Department of Financial Services Credential ID W944412
​NY Department of Financial Services Credential ID LA-1886576
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I represent AIMcDonnaugh & Co. Inc for Investment Advisory Services in FL, NJ and NY
I represent McDonnaugh Securities for Broker-Dealer Services in NJ and NY
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CLIENT VIDEOS
Cash Value Indexed Universal Life Insurance Policy
