Financial Planning

1170 Route 22 Suite 102
Bridgewater, NJ
8807

Our professional advisors provide financial services for individuals looking for retirement planning, investment advice, and wealth management. We also assist businesses with retirement planning, management, growth, and continuity needs.

http://www.crestpointefp.com
908-502-5055
Bridgewater
10960 Wilshire Blvd., Suite 2100
Los Angeles, CA
90024
310-689-3396
Los Angeles
New York Life/NYLIFE Securities – Marlon J. Altoe
420 Lexington Avenue, 15th Floor
New York, NY
10170

I opened my own financial practice through New York Life / NYLIFE Securities because I believe that everyone can and should take control of their financial destiny. I listen to my clients’ needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies.

My services include:

Financial and insurance planning

Tax diversification and reduction strategies

Non-qualified executive benefit strategies

Estate tax mitigation

Wealth transfer and distribution strategies

Business protection and succession

Enhancing executive and employees’ benefits, often at no direct cost to e business

Setting up qualified and nonqualified workplace retirement plans

Charitable planning

I am an associate member of the New York State Society of CPAs (NYSSCPA), where I sit on the Business Exit and Succession Planning, Trust and Estates Administration, and Estate Planning Committees.

I am authorized to offer AARP-branded products and services. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Visit my website and follow me on Facebook (www.facebook.com/marlonjaltoe), where I share helpful tips and updates.

newyorklife.com/agent/maltoe
646-227-8605
New York