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Team

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

Certified Financial Plannerâ„¢ / 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™. Asher Lieblich is the principal in a Brooklyn, New York-based...

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David Lieblich, CFP®, EA

Certified Financial Plannerâ„¢ / Tax Professional

(718) 771-0887

(347) 765-1562

David is a Certified Financial Planner™(CFP®) and an Enrolled Agent (EA). He graduated from Brooklyn College with a Bachelor’s Degree in Business Administration with a concentration in Finance & Investments.

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Moshe is our Tax and Accounting Service specialist and has been with the Firm for over 7 years. He received his Bachelor of Science in Accounting from Touro College. Moshe enjoys working with small and medium sized business clients &...

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Malka Lieblich

Accountant / Para Planner

(718) 771-0887

(347) 765-1562

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...

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Sara Mayteles

Front Desk Coordinator

(718) 771-0887

(347) 765-1562

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...

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Devorah Wiener

Client Accounts Manager

718-771-0887

347-765-1562

Devorah is our Client Accounts Manager. She manages the administrative financial services functions for our firm; including account setup, maintenance, client requests and communications.. Devorah has been a member of our team since...

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