Financial Planning
Lichtenberg Group / WealthBridge Financial Group
WealthBridge Financial Group
Peter H. Lichtenberg, MBA
Managing Director
Wealthbridge Financial Group
675 Third Avenue, 9th Floor I New York, NY 10017
One Jericho Plaza Suite 101 A Wing | Jericho, NY 11753
(w) 646.461.9861 I (m) 516.662.8979
Lichtenberg_peter@nlgroupmail.com
https://digital.nationallife.com/WorkingWithNationalLife
Peter Lichtenberg is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.,. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, Tel: 212-986-0400.
Wealthbridge Financial Group is independent of Equity Services, Inc
SPECIALIZING IN
Life Insurance Solutions: Whole Life, Term, Universal and Second to Die
Tax Advantaged Retirement Strategies
Estate Planning Strategies
Business/Practice Succession Strategies: Buy/Sell, Key Person, Executive Bonuses
Income Protection
With over twenty-five years as a real estate and business owner, Peter joined WealthBridge Financial Group. 675 Third Avenue Suite 900 New York, NY 10017
Peter's goal is to help people improve their financial balance and confidence. He specializes in working with business owners and successful professionals. He creates a personal financial blueprint which serves as your GPS to help achieve your personal & financial goals. In conjunction with his team of trusted professionals, Peter serves as your personal CFO/Financial Concierge.
1 Jericho Plaza Suite 101 Wing A
Jericho, NY 11753
Peter earned his BS in Finance from Lehigh University, his MBA in Finance from Fordham University and holds his series 7, 63, and 65 investment registrations. He resides in Atlantic Beach, NY with his wife.
c: 516.662.8979 o:
Peter Lichtenberg is a Registered Representative and Investment Adviser Representative of, and offers securitios and investment advisory services solely through, Equity Services, Inc., Member FINRA/SIPC, 675 Third Ave., Suito 900, Now York, NY 10017, Tel: 212-986-0400. Wealthbridge Financial Group is independent of Equity Services, Inc. To be removed from future mailings, please go to www.NationalLife.com/unsub to unsubscribe. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
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