Jay Hochheiser
Hochheiser, Deutsch & Company
Melville,
New York
Contact
How to contact
516-677-6208
Professional Profile
Call Me When
as a dedicated financial advisor, I am here to support you with wealth management, retirement planning and exit planning. I am committed to helping you achieve your financial goals & secure your future.
Professions
Insurance
Wealth Manager
Functional Expertise
Employee benefits
Employee engagement/ retention
Estate planning
Family business
Fiduciary
Financial Modelling
Investments
Tax
Exit/Transition Planning
Business Focus
wealth management, retirement income, investments, insurance, employee benefits, estate planning, financial modelling, fiduciary, exit/trnsition planning
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Chapter information
Membership
Tri-State Individual
Member since
New Member
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