David A. Lipman

David A. Lipman

Financial Professional




David Lipman has been helping business owners and individuals successfully plan for their future. His knowledge and unique approach has grabbed the attention of many professionals who he is helping everyday. He has 2 children both out of college, and a wife of 30 years.
 

Area of Specialty




Being a business owner for many years, David enjoys helping the business owner in all facets of financial services. Whether it is assisting his clients in Healthcare issues, or how to successfully transition a business to future generations properly, he draws from a wealth of experience to provide the best possible solutions to his vast client base.


Education



Long Island University
Graduate with BS & BA in Biology & Administrative Management, 1969 - 1973


Contact



Phone: 908-709-0020 ext. 187




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Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian.   Northeast Planning Corporation is not an affiliate or subsidiary of PAS or Guardian. 
PAS is a member FINRA, SIPC.
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Securities products are offered through Park Avenue Securities(PAS), 1150 Raritan Road, Cranford, NJ, 07016, Tel: 908.709.0020. PAS is a registered broker/dealer. Northeast Planning Corporations is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA, SIPC.