Randy Neumann
Treasurer and Board Member at Randy Neumann Wealth Management
Based in New York, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
4
Contact information
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r•••••••@randyneumann.com
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Background
About Randy Neumann
At Randy Neumann Wealth Management, our goal is to simplify your complex financial situation so that you have the time to pursue your life's passions while preserving the nest egg you have worked so hard to build. With each client, we listen closely to understand their needs, then create a strategy that addresses their specific financial goals. Together we select and implement appropriate solutions and meet regularly to review our progress and make adjustments accordingly. We do not look for the "hot product," or the latest "one-size fits all" investment strategy. Rather, we tailor our strategies to your specific goals. Our financial professionals assist our clients in pursuing their goals and dreams. As communication is vital to our relationship, we strive to continually keep you informed of any issues regarding your investments or the market in general. Our highly dedicated staff prides themselves in giving you personal attention. Connect with me and my team if you are retired or nearing retirement, and seeking a retirement strategy. We also assist business owners with buy-sell and business succession planning, employee benefits, and retirements plans. Specialties: Retirement Planning & Business Financial Planning Contact Us: Phone: Website: randyneumann.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Financial planning offered through Randy Neumann Wealth Management, a Registered Investment Advisor and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness. For a list of the states in which the financial consultants affiliated with Randy Neumann Wealth Management are registered to do business with, please visit The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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