Suzanne  Nitzberg,  CFP<sup>&reg;</sup> - Financial Advisor

Suzanne Nitzberg, CFP®

CLTC

Certified Financial Planner

15 Squirrel Hill
Roslyn, NY 11576
(917) 754-2379

General

Suzanne Nitzberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Roslyn, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 6, 9, 10, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLTC

Insurance Licenses

  • Life insurance: NY,NJ,FL,CA,PA,CT,IN,VA
  • Health/disability insurance: NY
  • Fixed annuities: NY,NJ,FL,CA,PA
  • Variable annuities: NY,NJ,FL,CA,PA,CT,IN,VA

Broker-Dealer Affiliation

Allstate Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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