Ben  Lipschitz,  CFP<sup>&reg;</sup> - Financial Advisor

Ben Lipschitz, CFP®

CLU,ChFC

Elite Financial Solutions

330 W 38th St, Rm 901
New York, NY 10018-8456
FINANCIAL ADVISOR'S WEBSITE
(212) 819-0700

General

Ben Lipschitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elite Financial Solutions in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: FL, NJ, RI, NY, AZ, CT, CA
  • Health/disability insurance: FL, NJ, RI, NY, AZ, CT
  • Fixed annuities: FL, NJ, RI, NY, AZ, CT, CA
  • Variable annuities: FL, NJ, RI, NY, AZ, CA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources