New York Life - Dustin Rotstein
Financial ServicesFinancial Services:Financial Planning
As a financial professionals, we focus on partnering with our clients in designing and delivering financial strategies to meet their specific tastes and needs. While we work with many types of clients, we specialize in supporting attorney's, restaurateurs, wine makers, breweries and their employees in achieving their personal and financial goals. Together with clients, we consider and prepare for wealth accumulation, protection, and the transfer of wealth, with an emphasis in continuing the businesses and legacies they worked so tirelessly to build.
- Life insurance
- Long Term Care
- Disability Insurance
- Retirement Planning