Lunin-Pack Financial Advisors
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
1133 Freedom Plains Rd Ste D, Lagrangevi...Phone Number
(845) 265-4300Website
www.lunin-pack.comRevenue
$7.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Lunin-Pack Financial Advisors
Lunin-Pack Financial Group specializes in retirement planning for successful families, offering services that help clients maximize their retirement income, reduce taxes on IRA and 401(k) assets, and optimize investments during volatile markets. Founded in 2006 by Jesse Lunin-Pack, a Certified Financial Planner, the firm utilizes a Risk Based Guardrails methodology to ensure clients can enjoy their desired lifestyle while preparing for the future. They provide a free Retirement Insight Assessment and a monthly newsletter, The Lunin-Pack Report, to share insights on retirement planning and investing. Their target clients are successful individuals and families seeking clarity and guidance in their financial planning.Explore more
Lunin-Pack Financial Advisors Org Chart
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Lunin-Pack Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Lunin-Pack Financial Group specializes in retirement planning for successful families, offering services that help clients maximize their retirement income, reduce taxes on IRA and 401(k) assets, and optimize investments during volatile markets. Founded in 2006 by Jesse Lunin-Pack, a Certified Financial Planner, the firm utilizes a Risk Based Guard... Read More
