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 trusts 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, Medicare supplemental insurance (MediGap), dental and vision plans.
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 or to request a free Financial Planning brochure.
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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
