General Manhattan Financial

Personal financial consulting and small business solutions. We offer a large array of two main financial products; investments and insurance.

General Manhattan Financial was founded on the premise of helping people in all aspects of their personal and business financial lives. Our symbol, the spiral, represents the system where we take the clients general financial situation, and then reduce them to the specific area of need and excelling in that one area. We focus on the details of every area of need and refine that area to create optimal efficiencies. We then begin again the process of refining your financial life from general to specific until satisfactory. We offer a full array of financial products and services, and use these appropriate tools based on each clients unique situation. Securities offered through LPL Financial, member FINRA and SIPC

Financial Planning

Net Worth Analysis         Retirement Planning
Cash Flow Analysis         Income Planning
Cash Management         Stock Option Tactics  
Insurance Review           Tax Strategies
Wealth Management      Estate Planning    
Education Planning         Charitable Planning
   

Business Planning

Starting a Business      Business Continuation            Group Insurance          Executive Benefits       
Retirement Plans         Deferred Compensation
Tax Strategies             Stock Ownership Plans

              
Investments

Stocks                       Cash Equivalents       
Mutual Funds              CD’s   
ETF's                         Bonds  
Preferred Stock           Municipals  
Options                     Structured Notes 
Managed Accounts      REITS
Green Investments     Alternative Investments

Insurance

Medical                      Group Medical  
Disability Income        Group Disability              
Long-Term Care         Group LTC  
Life Insurance            Group Life   
Structure Settlement   Key Man
Life Settlement           Buy/Sell