Jeffrey M. Trugman, CFP®, CLTC, CASLTM Financial Services Representative
Our Mission Our practice is committed to helping you make the prudent decisions that could ensure your financial well-being and success in reaching your goals and objectives. Our Approach Our approach is to help you develop a financial program that is custom-tailored based on your personal goals, needs and individual situation. We help you focus on what’s most important to you, pinpointing your financial objectives and identifying specific strategies for your financial dreams. We offer many products, services, and capabilities, but the most important things we offer are the ideas, passion and skill necessary to help you realize the intended results.
I am licensed and registered to offer products and services in [CA, CT, FL, MA, ME, NJ, NY, PA, RI, VA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information. L0412253886[exp0813][NY] |
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Compare the potential future value of tax-deferred investments to that of taxable investments. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. |
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Learning Center
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Educate yourself on a variety of financial topics.
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A host of financial tools to assist you.
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Timely Newsletters to help you stay current.
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Animated presentations to help you learn and decide.
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Financial terms from A to Z.
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2929 Expressway Drive North, Suite 200 Phone: 631-851-5936 Direct Line |
Metropolitan Life Insurance Company (MLIC), New York, NY 10036. Securities products offered by MetLife Securities, Inc. (MSI), Member FINRA/SIPC. Investment advisory services offered by Investment Adviser Representatives of MSI, a Registered Investment Adviser. MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Fire & Casualty Company, Economy Preferred Insurance Company, Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730; Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI), and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. All companies listed above are MetLife companies.