This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
198 U.S. 9, Englishtown, NJ, 07726, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Awful experience My lawyer requested the beneficary To be changed to the estate Rich Prozo who was the financial adviser did not question the change I can't annunitize the annunities I have to take a lump sum This will cause me to be taxed at a higher base The lawyer wasl Alan Davidson from Elmwood Park
Awful experience My lawyer requested the beneficary To be changed to the estate Rich Prozo who was the financial adviser did not question the change I can't annunitize the annunities I have to take a lump sum This will cause me to be taxed at a higher base The lawyer wasl Alan Davidson from Elmwood Park
I had an unfortunate experience where the beneficary of the annuities were retitled to the estate I do not know my lawyers reason And I do not why the financial Advisor did not question the change This change does not allow me to annunitize the annunity. I can chose to have a lump sum payment sum option which will cause the amount to be taxed at a higher rate or leave the estate open for 2 years I am very disappointed that the Advisor did not question the beneficary change The name of the Advisor was Rich Prozo I do not beli... read more
Davidson Asset Management has a 1 star rating with 3 reviews.
Davidson Asset Management is closed now. It will open tomorrow at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com