As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.


Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.


Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest. 
Should you like to see how our practice is organized please take a look at "Our Professional Resources"


Click here for other important links:
MainStay Funds
NYLIFE Securities LLC
Independent Portfolio Consultants, Inc.
Brinker Capital
CollegeSense 529 College Savings Plan
Wealth Management Solutions * 

*this site is strictly for current clients of Podell Financial Group,LLC who have subscribed to e-money advisors wealth management solutions services. e-money advisors,

Important Resources:
Small Business Solutions

We have been featured by the National Association of Insurance and Financial Advisors (NAIFA).  We were interviewed about our success in building a value based financial practice.  This article was written to help other young advisors grow and establish the same client relationships.

 Click here to view NAIFA's interview with David Podell

 

David Podell is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NY,NJ and PA. No insurance business may be conducted outside these states referenced.

David Podell is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly
intended for individuals residing in the states of NJ, NY. No offers may be made or accepted from any resident outside the specific states referenced.

^David Podell is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of NJ and NY. As such, these services are strictly intended for individuals residing in NJ and NY.

Podell Financial Group,LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Neither Podell Financial Group, LLC, its employees nor NYLIFE Securities LLC or its subsidiaries render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.