Robert  Braglia,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Braglia, CFP®

President

American Financial & Tax Strategies, Inc

1650 Broadway, Suite 1405, 1650 Broadway, Suite 1405
New York, NY 10019
FINANCIAL ADVISOR'S WEBSITE
(212) 315-0345 CONNECT WITH Robert
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General

Robert Braglia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at American Financial & Tax Strategies, Inc in New York, NY and the surrounding communities.

Financial Advisor Overview

American Financial is a private, comprehensive wealth management firm dedicated to a prudent process and to helping you make Intelligent Decisions about your money. As an SEC Registered Investment Advisory Firm with full fiduciary responsibility in ALL we do, we are a prudent alternative to brokers and banks. Robert Braglia has over forty years' experience in investments, planning, taxes, trusts and insurance. We accept no commissions of any kind, so now, finally, you can get truly objective, unbiased, and knowledgeable & experienced advice. We work closely and personally with people during major turning points in their lives, such as the loss of a loved one, the ending of a marriage or the receipt of an inheritance or other financial windfall. These can be overwhelming and even traumatic for you. We have been there for many people during these trying times. We can help.

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Financial Advisor Experience

Robert Braglia has been working in Wealth Management, Investment Management and Tax & Financial Planning for over forty years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

We have no broker/dealer affiliation. We do not accept commissions, overt or hidden.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs

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Helpful Financial Planning Resources