Broker Check

17 Lumber Road
 Roslyn, NY 11576

LinkedIn

Mark Tannenbaum, LUTFC, CLTC

516 551-1463

 

Products and Services

We help you build financial freedom. It can start with knowing that we are here to help you attain your financial goals and help you get through life's uncertainties. It takes careful preparation and the right portfolio of financial tools to help you along the way. We can help you with...

  • Annuities (Fixed and Variable)
  • Charitable Giving Strategies*
  • Disability Income Insurance
  • Estate Conservation Strategies*
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance (Long-Term Care Partnership in New York, New Jersey, South Carolina & Florida)
  • Long Term Care Strategies
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Retirement Plans 401(k), SEP, SIMPLE, Roth, IRA & Profit Sharing
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

* "I will work with you and your tax and legal advisers to help you select the most appropriate product strategies to suit your specific needs and circumstances."



Investments offered by Park Avenue Securities