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"Planning is the process of bringing the future so that you can take action today."

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Client Centered

Client Centered

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

<span>What&#8217;s on your mind?</span>

What’s on your mind?

Now is a good time to talk about your biggest financial concerns. We are open for business and may be able to help. We will be here, just give us a ring.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kurzrock_david@nlgroupmail.com  |  (646) 941-8753