Mason Rothe; Investment Advisor

If you’re interested in:

1. Opening New Investment/Retirement Accounts

2. Managing/Converting Existing Investment/Retirement Accounts

3. Developing and Implementing a Comprehensive Retirement Plan

4. Obtaining a Life/Health Insurance Policy or Annuity

5. Setting up a Retirement Plan to Offer to your Employees

You can contact me by phone at:
347-227-4354

Or by email at:
[email protected]

ATTENTION NY BUSINESS OWNERS:

I can help set up retirement accounts for you, as well as provide advice on investment lineups for you to offer to your employees.

Roth IRA, Traditional IRA, Simple IRA, 401k.

347-227-4354
[email protected]

For NY residents:

I can get you quotes from a variety of life insurance companies for most types of policies that you may be looking for.

Please, reach out!

(347)-227-4354
[email protected]

ATTENTION NY BUSINESS OWNERS:

With the freedom that comes with being your own boss, comes the responsibility of handling your own retirement.

I can help set up retirement accounts for you, as well as provide advice on investment lineups for you to offer to your employees.

I’d love to work with you to help instill confidence in your financial future.

347-227-4354
[email protected]