What is the Purpose of your Money?

How do you navigate your investments in this turbulent market? Stocks? Bonds? CDs? We are here to help you diversify your portfolio so that you can grow our money when the market is up, and play defense when the market takes a tumble.

Right now is a great time to address your financial challenges and your financial goals!

We  also provide:

  1.       Investment Consulting
  2.       Financial Planning to Achieve Specific Goals
  3.       Retirement Planning
  4.       Insurance Consulting
  5.       Same-day service
  6.       Free E-Filing of Taxes

 

If you have any questions or concerns about any of the services we provide, please call us at 212-247-9090 (TaxMaster Financial Services/INVEST) or 718-708-8400 (Bzura’s Income Tax Service).

David is a registered representative with LifeMark.

Securities offered through LifeMark, member FINRA/SIPC, a registered Broker Dealer. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. Lifemark does not provide tax or legal advice. INVEST is not affiliated with Taxmaster Financial Services.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

LIfeMark Securities Privacy Policy

Have Questions About Our Services?

David is a registered representative at LifeMark Securities Corp. For additional information, please visit FINRA BrokerCheck LifeMark Securities Corp., member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. LIFEMARK does not provide tax or legal advice. LifeMark Securities Corp. Privacy PolicyLifeMark Securities Corp. DOL Best Interest Disclosure Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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