Compreshensive wealth managers for professionals and business owner and individuals.
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Keywords: Financial planning in today's technology world. Investing for profit. Tax strategies your CPA doesn't know. Insuring the important "stuff".
Interview Q&A
How long have you been in business?
Established in NYC in 1978 as a firm helping doctors manage their practice and personal financial affairs.
What is your primary product or service?
Comprehensive tax, insurance, investment, retirement plans, real estate management and sales, plus financial planning projects.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Most people muddle through life not maximizing their financial life by trying to "do it themselves" only to waste tax dollars and not gain appropriate growth in investments and real estate.
How do you differentiate yourself from other businesses in your category and area?
One of the few multi disciplined financial firms licensed and experienced in tax, investing, insuring, real estate and banking areas. What other's miss-we see and correct.
How many locations do you have and do you have plans to expand?
Primary headquarters in Long Island, NY plus NYC and Miami, Fl.
Which areas do you service?
Worldwide
Who owns your company or runs daily operations?
Douglas K Hyer is the founder and principal.
What are your hours of operation?
Normal 9 to 5pm.
What is the best compliment anyone can give you?
That we "get it!" We understand the "why" of life!
What is your favorite quote or Bible verse?
"If you don't change directions you'll get to where you are going!" ---" Multitask if you can / focus when you must!"