Paul M. Schifter,  CFP<sup>&reg;</sup> - Financial Advisor

Paul M. Schifter, CFP®

MANAGING MEMBER

GS INVESTMENT PLANNING LLC

445 Broadhollow Rd, Ste 108
Melville, NY 11747-3618
(631) 271-4070

General

Paul Schifter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GS INVESTMENT PLANNING LLC in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY, NJ, PA,FL
  • Health/disability insurance: NY, NJ, PA,FL
  • Property/casualty: NY, NJ, PA,FL
  • Fixed annuities: NY, NJ, PA,FL
  • Variable annuities: NY, NJ, PA,FL

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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