Matthew Schechner

President at Essential Advisory Services - Westbury, NY, us

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Location
New York City Metropolitan Area
Company
Essential Advisory Services
Matthew Schechner's Company Details
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Essential Advisory Services

Westbury, NY, us • 5 - 9 Employees
Financial Services

Essential Advisory Services is an innovative financial enterprise that specializes in family-first goal-based advisory services. Our approach to planning provides financial stability that is flexible enough to build wealth through all of life's cycles and transitions. This multi-generational vantage point becomes highly beneficial to everyone involved.Our mission is to offer a holistic approach to attain financial health and well-being. We accomplish this through a comprehensive understanding of our clients' needs, circumstances, goals and values. We understand that a one-dimensional view of a family is inadequate and outdated. Therefore, we practice a multi-generational approach to planning. Family first goal-based planning is the bedrock of our enterprise.Our array of services include:- Whole Life Financial Planning - Investment Planning- Retirement Planning- Tax Consulting and Planning- Family & Marital Financial Planning- Charitable Giving- Asset Distribution- New Business Planning- Beneficiary & Estate PlanningSecurities offered through National Securities Corporation, member FINRA/SIPC.Advisory services offered through National Asset Management, an SEC registered investment advisor.Fixed Insurance Products offered through National Insurance Corporation.

Financial Services
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Matthew Schechner currently works for Essential Advisory Services.
Matthew Schechner's role at Essential Advisory Services is President.
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Matthew Schechner works in the Financial Services industry.
Matthew Schechner's colleagues at Essential Advisory Services are Debbie McKenney, Todd Evermon and others.
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