- Financial Services Sponsor/Guest
- (alphabetical)
|
Financial specialty |
- Appearance
- on Life And Money Radio Show
|
Appearance at Life and Money Open-Mic
Event at Borders Scarsdale |
Click the underlined phrase
for more info |
- Craparo, Frank
- Mortgage Broker
- Homestead Mortgage Services, Inc.
- Tel - 914.235.2211
- Fax - 914.235.2276
- email - fmc@homesteadmtg.com
|
Specializing in helping individuals obtain mortgage
financing (original and refinancing) |
#10 |
|
|
- Delzio, Chris
- Registered Securities Representative of MMR,
Inc.
- 215 W. Walnut, Drawer A, Nevada, MO 64772
- Tel 888.532.8997 (NY Office)
- Tel 914.835.2503 (Harrison Office)
- Tel 800.825.2663
- www.mmr1.com
|
Specializing in church and corporate financing
featuring a variety of investment products |
#9, 10 |
|
Info
(including a scanned brochure) about Chris Delzio and MMR, Inc.
and their financial services |
- Engelhardt, Dan
- Financial Representative
- Northwestern Mutual Financial Network
- 15 Fisher Lane, White Plains, NY 10603-2222
- Tel 914.989.7558
|
Insurance (Disability income insurance, Long-term
care, life) |
#1,2,3,4 |
2/20/02 |
|
- Lawton, Thomas J. (Tom)
- Financial Advisor
- c/o McCabe Personnel
- The Carriage House, 42 Catherine Street
- Poughkeepsie, NY 12601
- Tel 914.906.4271
|
- Insurance (Critical Illness, Life, Long-term
care, Disability. etc.) and innovative financial strategies
- (e.g. 412i retirement plans, leveraged life
insurance, etc.)
|
#1,2 |
|
Criticial
Illness Insurance |
- Maker, William (Bill), Esq.
- Attorney, and partner of
- McMillan Constabile LLP
- 2180 Boston Post Road
- Larchmont, NY 1-538
- Tel 914.834.3500
|
- Legal matters including estate planning (trusts,
wills, durable powers of attorney, living wills, proxies, etc.),
real estate transactions, litigation, etc.
|
#4 |
2/20/02 |
Living
Trusts and 2 real life examples
Bio |
- Panitz, Herb
- Financial Advisor
- Tri-State Financial
- 303 South Broadway, Suite 410
- Tarrytown, NY 10591
- Tel 914.631.4500 X 3018
|
Estate conservation, insurance, investments |
#4 |
2/20/02 |
|
- Perri, Robert A. Sr. (Bob)
- Retirement Plans Expert
- Perri Benefits Group
- Millwood Business Center
- 358 Saw Mill River Road
- Millwood, NY 10546-1047
- Tel 914.762.6904
|
Planning in areas of retirement, distributions,
estates, and benefits (for over 36 years) |
#2,3,4, 10 |
2/20/02 |
Info
about the firm, bio of Bob Perri, and examples of improved retirement
plans |
- Serwatka, Steve, CPA
- CPA, and partner of
- Arthur Allen and Company
- 21 West Putnam Avenue
- Greenwich, CT 06830
- Tel 203.869.6060
|
Taxes and accounting for individuals and businesses,
financial consulting, etc. |
#2 and 10 (voice of Fernando Glamorous,
fashion consultant for IRS) |
|
|
- Sisco, Frank, CPA, PFS
- President
- Financial Management Corporation
- 550 Mamaroneck Avenue, Suite 103
- Harrison, NY 10528
- Tel 914.381.3737
|
Personal Financial Specialist, in matters involving
an holistic approach to financial planning including investments,
taxes, insurance, cash flow planning, retirement planning, estate
matters, etc. |
All shows as host |
All events as host |
See home page for www.lifeandmoney.com |
|
