NP

Nathan Perlmutter

President, CEO

Forest Hills Financial Group

New York, New York


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Forest Hills Financial Group
Industry
financial services
Employees
200.0
Seniority
C suite
Annual Revenue
11492000.0

Technologies

Amazon AWS CloudFlare Hosting Datadog Android

Keywords

wealth management financial planning retirement planning insurance services investment strategies succession planning estate planning disability insurance term life insurance group benefits risk management financial advisors personal finance college savings charitable giving financial security portfolio diversification retirement savings long-term care financial health quiz client satisfaction community involvement tax strategies independent advisors financial education client relationships financial goals investment goals emergency funds multigenerational advice client support financial products financial resources investment partnerships customized advice holistic financial planning financial empowerment service excellence client-focused community outreach investment management financial advisor training unbiased strategies financial assessments investment portfolio financial wellness comprehensive planning adaptive strategies trusted guidance financial needs assessment financial services law practice legal services long term care

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