There are three things I constantly hear from my clients:
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They feel they have an advisor that they can trust. Someone who's not just trying to sell them a product. And trust is important because most people don't have time to be financial experts; so they need someone they can trust to help them find their way through the maze of financial products that are available today.
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They tell me that for the first time they feel they have a realistic plan they understand. They don't have to guess anymore. They know what they have. They know how it works. And they have peace of mind knowing they have a realistic plan in place.
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Finally, my clients tell me that they appreciate that I put their interests first. My main objective is to help my clients make educated decisions that feel right to them; which includes not doing anything at all if that's what feels right. I help my clients figure out what they really want to do with their money, show them the options on how to accomplish those goals, and let them pick an approach that feels right to them.
Education: Bachelors of Arts, Colgate University
Certifications: Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants (IARFC.ORG)
Series 7, 63, & 65 securities licenses (11 Years on Wall Street)
Life, Health, & Variable Annuities
Website: www.watsonfs.com
Call Kareem: 212-669-1655 or Email