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Mike Batas

Northwestern Mutual
Financial Planning

Contact Information:

245 Park Ave
New York, NY 10167
United States
T: 212-819-1800
www.michaelbatas.nmfn.com/

Years in Business:

 

1

Clients I'm Seeking:

 

I am looking for people who are interested in learning about ways to plan for their future in a tax efficient manner.

About My Business:

 

I help individuals and families with personal financial planning specifically in 3 areas. The first area is risk management which is life, disability and long term care insurance. The second area is wealth accumulation which means saving for retirement or children’s educations in the most tax efficient manner. The last area I specialize in is wealth preservation which is essentially estate planning. What I do is meet with people learn about their goals and dreams take a few notes and if it is appropriate go back in a couple of days with specific recommendations.

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