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Davidson Asset Management

1.0

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Location details

198 U.S. 9, Englishtown, NJ, 07726, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
1.03 reviews
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Marianne Dibenedetto's profile image
Marianne Dibenedetto 
on Google
2 years ago

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 

Anonymous's profile image
Anonymous 
on Google
2 years ago

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 

marianne dibenedetto's profile image
marianne dibenedetto 
on Google
2 years ago

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

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Frequently asked questions about Davidson Asset Management

How is Davidson Asset Management rated?

Davidson Asset Management has a 1 star rating with 3 reviews. 

When is Davidson Asset Management open?

Davidson Asset Management is closed now. It will open tomorrow at 9:00 a.m. 

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