Max Blumberg
Client Service Associate at Curran Financial Partners
Based in Charleston, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Charleston
Industry
Financial Services
Company size
26
Contact information
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m•••••••@retireyall.com
Phone
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Background
About Max Blumberg
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success, I am not licensed in all jurisdictions.(301)-465-0553 200 Meeting Street, Suite 401 | Charleston, SC 29401
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