ROSS FELDMAN, CFP, CLU, CHFC, AEP, RICP, CASL, CLTC
Ross acts a a personal financial strategist who has been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.
With my Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), I help families and business owners achieve Financial Balance® through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.
Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY 10004.
© 2020 Guardian
Outside the office, when not with my wife Tobi or my 3 children, I enjoy playing guitar and singing with my group Sum Dude & Friends (it all adds up to Sum Dude). We play mostly original music, and you can hear some on the web.
Registered Representative & Financial Advisor of Park Avenue Securities & Financial Representative of Guardian