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MEMBER PROFILE

 

Jay Hochheiser

Hochheiser, Deutsch & Company

 

Member profile details

Membership level
Tri-State Individual
First name
Jay
Last name
Hochheiser
Title
Founder & CEO
Company
Hochheiser, Deutsch & Company
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Long Island News & Events
  • New Jersey News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Melville
State
New York
 

PROFILE INFORMATION

Call me when
as a dedicated financial advisor, I am here to support you with wealth management, retirement planning and exit planning. I am committed to helping you achieve your financial goals & secure your future.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Employee benefits
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Tax
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
Professional Certification(s)
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
1996
How to contact
516-677-6208
Website
hdwealthmgmt.com
LinkedIn profile link
linkedin.com/in/jayhochheiser
Business Focus
wealth management, retirement income, investments, insurance, employee benefits, estate planning, financial modelling, fiduciary, exit/trnsition planning
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