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David Mosenson
President at J&G Associates
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Work Experience
President
1981 - Present · 43 years and 11 months
Company Details
2-10 Employees
We at J&G Associates are here to provide for your family's financial well-being. We work with you to understand your financial situation and the goals you have and then design a customized comprehensive program to suit your specific vision and objectives. With over 50+ years of combined experience, and access to top quality insurance carriers and investment providers, our specialties include: Wealth Transfer Strategies and Estate Tax Planning Life Insurance and Creative Premium Paying Strategies Business Planning Investment Strategies Annuities Retirement Planning (Pension/Profit Sharing/401(k) plans, etc.) Informal Business Valuations Disability Insurance Long-Term Care Insurance LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA ww.finra.org / SIPC www.sipc.org. 2 Park Avenue, Suite 300, New York, NY 10016, (631) 777-7585. J&G Associates is unaffiliated with HTK. 6326854RG_Apr26
Year Founded
1983
Social Media
Linkedin
Industry
Financial Services
HQ Location
2 Park Avenue Suite 300 New York, New York 10016, US
Keywords
Wealth Transfer StrategiesEstate Tax PlanningLife Insurance and Creative Premium Paying StrategiesBusiness PlanningInvestment StrategiesAnnuitiesRetirement Planning (Pension/Profit Sharing/ 401(k) plansetc.)Informal Business ValuationsDisability Insurance
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