Registered Representative offering securities products / services through NYLIFE Securities LLC. I offer simple answers to complex financial questions, helping individuals and businesses achieve their goals by developing sound financial strategies.
I believe that everyone can take control of their financial destiny. I listen to my clients' needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies. My services include:
• Financial and insurance straegies• Tax diversification and reduction strategies
• Non-qualified executive benefit strategies
• Estate tax mitigation
• Wealth transfer and distribution strategies
• Business protection and succession
• Enhancing executive and employees’ benefits, often at no direct cost to the business
• Setting up qualified and nonqualified workplace retirement plans
• Charitable planning
I am an Associate Member of the New York State Society of Certified Public Accountants (NYSSCPA) where I sit on the Business Exit and Succession Planning, the Estate Planning, the Trust and Estate Administration, and the Taxation of Individuals Committees.
I am authorized to offer AARP-branded products and services.
Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Visit my website (https://www.newyorklife.com/agent/maltoe) and follow me on LinkedIn (www.linkedin/in/marlonjaltoe), where I share helpful tips and updates.
A referral is the kindest compliment you can give me, if you find value in our discussions. I thank you in advance!
I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Additionally, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
420 Lexington Ave., 15th Floors. New York, NY 10170.
C: 646-761-4372
T: 646-227-8605
E: [email protected]
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
I am not licensed in all jurisdictions.
I believe that everyone can take control of their financial destiny. I listen to my clients' needs, offer simple answers to complex financial questions, and help them thrive by developing sound financial strategies. My services include:
• Financial and insurance straegies• Tax diversification and reduction strategies
• Non-qualified executive benefit strategies
• Estate tax mitigation
• Wealth transfer and distribution strategies
• Business protection and succession
• Enhancing executive and employees’ benefits, often at no direct cost to the business
• Setting up qualified and nonqualified workplace retirement plans
• Charitable planning
I am an Associate Member of the New York State Society of Certified Public Accountants (NYSSCPA), where I serve in the Business Exit & Succession Planning as well as the Trust and Estate Administration Committees.
I am authorized to offer AARP-branded products and services.
Please contact me to help you fully analyze your needs and recommend appropriate solutions.
Visit my website (https://www.newyorklife.com/agent/maltoe) and follow me on LinkedIn (www.linkedin/in/marlonjaltoe), where I share helpful tips and updates.
A referral is the kindest compliment you can give me, if you find value in our discussions. I thank you in advance!
I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Additionally, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
420 Lexington Ave., 15th Floors. New York, NY 10170.
C: 646-761-4372
T: 646-227-8605
E: [email protected]
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
I am not licensed in all jurisdictions.
