Jerome Butkow, MBA, CFP®,CASL®

Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spread sheets and time tables. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom. I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and trusted advisor. We have representatives in this office licensed and registered to offer products and services in New York, New Jersey, Florida and Virginia. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.