We Grow,
Protect & Preserve Your Wealth
We Grow,
Protect & Preserve Your Wealth
Accumulate Your Wealth
Financial planning for wealth accumulation must take into consideration factors such as risk tolerance, age, goals, etc. We can guide you toward your goals. Schedule a call to get started.
Minimize Your Taxes
We often find our clients are paying more taxes than necessary. Schedule a call to discover how to not pay a cent more in taxes than the law requires.
Protect Your Assets
Asset protection goes beyond stock market volatility. We put strategies into place to protect our client’s assets from market fluctuations to legal actions.
Accumulate Your Wealth
Financial planning for wealth accumulation must take into consideration factors such as risk tolerance, age, goals, etc. We can guide you toward your goals. Schedule a call to get started.
Minimize Your Taxes
We often find our clients are paying more taxes than necessary. Schedule a call to discover how to not pay a cent more in taxes than the law requires.
Protect Your Assets
Asset protection goes beyond stock market volatility. We put strategies into place to protect our client’s assets from market fluctuations to legal actions.
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Testimonials
Dr. Hal Abrahams, New Rochelle, NY
8/10/2020
“I have been working with my financial advisor, Michael Gerstman for over 20 years. Michael employed a technique that put tens of thousands of dollars in my pocket. Both my CPA and I were hugely impressed by Michael’s expertise. I’m lucky to have him on my team and you really need to have him on yours!”
Jason Haber,
Partner Law Firm of HaberBlank
8/14/2020
"I give Michael Gerstman and his team my highest recommendation. Michael has assisted my family for about a decade. He has always stayed on top of changes that might affect our goals and gives sound advice to keep us on track. When it comes to financial matters, there isn't a shadow of a doubt that Michael is my first call."
At Gerstman Financial Group, LLC
We work with clients across the entire financial spectrum of their life to develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
At Gerstman Financial
We work with clients across the entire financial spectrum of their life to develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
Meet Our Founder
Meet Michael Gerstman.
Michael Gerstman is the founder and is a Financial Advisor at Gerstman Financial Group, LLC. Michael grew up in Bellmore, New York and received his Bachelor’s Degree from Albany University.
He went on to further his vast knowledge of the financial industry by acquiring the ChFC, otherwise known as the Advanced Financial Planning designation through the American College of Financial Services.
Meet Our Founder
Meet Michael Gerstman.
Michael Gerstman is a Financial Advisor at Gerstman Financial Group, LLC. Michael grew up in Bellmore, New York and received his Bachelor’s Degree from Albany University.
He went on to further his vast knowledge of the financial industry by acquiring the ChFC, otherwise known as the Advanced Financial Planning designation through the American College of Financial Services.
We Specialize In These Financial Services
retirement planning
LIFE & DISABILITY INSURANCE
Wealth accumulation
Asset protection
Social security optimization
Tax minimization strategy
GIVE US A CALL TODAY!
(833) 433-2713