Broker Check

Team

Client Centered

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:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

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.

Asher Lieblich, CFP®, CPA

Financial Advisor & Certified Public Accountant

(718) 771-0887

(347) 765-1562

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...

Read more

David Lieblich, CFP®, EA

Financial Advisor & Tax Specialist

(718) 771-0887

(347) 765-1562

David Lieblich is a Certified Financial Planner™ Professional (CFP®) and Enrolled Agent (EA) with a passion for helping individuals and families achieve their financial goals.

Read more

Malka Lieblich

Financial Advisor / Accountant

(718) 771-0887

(347) 765-1562

Malka Lieblich is a Financial Advisor and Accountant, known for her expertise in comprehensive financial planning and tax planning.

Read more

Sara Mayteles

Client Services Associate

(718) 771-0887

(347) 765-1562

Sara Mayteles is the accomplished administrative professional at Lieblich Financial Services.

Read more

Rachel Lieblich

Client Service Support

718-771-0887

347-765-1562

Read more