565 Montgomery Street
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
CERTIFIED FINANCIAL PLANNER™ professional / Certified Public Accountant
Asher Lieblich has been involved in the financial, insurance and accounting industries since 1976 as a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. Asher Lieblich is a financial professional in a...
CERTIFIED FINANCIAL PLANNER™ professional / Tax Professional
David is a CERTIFIED FINANCIAL PLANNER™ / CFP® professional and an Enrolled Agent (EA). He graduated from Brooklyn College with a Bachelor’s Degree in Business Administration with a concentration in Finance & Investments.
Financial Advisor / Accountant
Malka is our junior accountant and para planner. She joined our team in 2013 as an accounting student. She since graduated from Touro College with a Bachelor's Degree of Science In Accounting. She is working diligently towards...
Front Desk Coordinator
Sara is our Front Desk Coordinator; she joined our firm in 2004. Sara manages the front desk and greets clients. She also provides support to associates, assisting with various office projects. She graduated with a Bachelor’s...
Client Service Support