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Growing up in a family-owned construction business, Justin witnessed firsthand the devastating impact financial setbacks can have on retirement dreams. When the 2008 recession forced his father—a successful general contractor who built hundreds of restaurants across Long Island—to liquidate retirement savings just to keep the business afloat, Justin found his calling in financial advisory services.
With a decade of experience in the industry, Justin approaches each client relationship with empathy and education at the forefront. His comprehensive services extend beyond retirement planning and investment management to include tax optimization strategies, estate planning, insurance solutions, and small business succession planning. Justin collaborates with clients to develop resilient financial strategies designed to protect assets and create sustainable growth across all life stages.
Justin remains dedicated to helping his parents achieve financial freedom while extending that same commitment to all his clients. His holistic approach ensures clients have protection against unexpected events while building toward their long-term goals. When not guiding clients, Justin can be found exploring NYC’s culinary scene, enjoying boating, maintaining his physical fitness, or cheering on his beloved Jets from the stands. His passion for travel, particularly to Italy, reminds him daily why planning for tomorrow’s freedom matters today.
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This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!