David
Zastenchik
Quint Investments And Insurance
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About this Advisor
David Zastenchik is a financial advisor based in Poughkeepsie, New York, working with Quint Investments And Insurance. David has previously held positions at Quint Investments And Insurance, Mehl, Zastenchik & Associates, LLC, Hudson Valley Wealth Management Group, Cosimos Restaurant Group, The Tax Alternative Group LLC, and Kirshon & Company, Pc. David is registered to provide services in New York. Currently, David is part of Quint Investments And Insurance, which operates out of Poughkeepsie, New York. The firm has 7 employees and manages assets totaling $56.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Quint Investments And Insurance includes asset-based, hourly, and fixed fees.
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Quint Investments And Insurance Brokerage Details
$55,976,194
7
338
$165,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Zastenchik Work History
Quint Investments And Insurance
Hudson Valley Wealth Management Group
Mehl, Zastenchik & Associates, LLC
The Tax Alternative Group LLC
Kirshon & Company, Pc
Cosimos Restaurant Group
Disclosures
Please visit the SEC profile of David Zastenchik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Quint Investments And Insurance
Wappingers Falls, NY
Poughkeepsie, NY
Wappingers Falls, NY
Wappingers Falls, NY
Wappingers Falls, NY
Wappingers Falls, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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