Stan M. Sussman, Financial Consultant

Welcome to My Web site, I am independent Financial Consultant who has been successfully serving the needs of high-net-worth individuals, successful professionals, business owners, business owners, top-level corporate executives, pre-retirees, and retirees with personalized investment advice and superior service since 1987. Focusing on providing a total financial plan for my clients that will continune to grow their wealth, sustain a rewarding lifestyle, protect them from misfortune and liability and distribute their estates according to their wishes.

As a private pilot, I know its takes several steps before you take off and go flying, we use a number of checklist and the same goes for landing.  Investing is the same, you need to have a number of reasons to invest and also when to sell those investments.

 

I have over 25 years in the following memberships in these outstanding organizations:

Free and Accepted Masons and the Loyal Order of Moose, and the AOPA.

I know as married man with my wife Candace and having 4 grown children, I know how important it is to have a plan and work that plan.

 

Stan M. Sussman - Money Block BBB Business Review

 

2013 Five Star Professional

    Wealth Manager Award

              Recipient