Neil Greenspan

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design
• Asset protection
• Wealth management

About

Neil Greenspan is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Neil employs a thorough discovery process to understand the specific situations and needs of his clients. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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