Michael J Weinstein

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

Michael J Weinstein is a financial consultant based in Jericho, New York, affiliated with Oppenheimer. He provides comprehensive financial planning and investment strategies tailored to the unique goals and needs of his clients. Michael specializes in working with high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection. His approach includes an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance.

Reviews

Location

Business Information