Bryan lubitz inc
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Service type
Responds in about 20 min
Introduction: As a seasoned financial planner of over 2 decades my practice consists of many areas. I offer expertise in many specialized areas such as, wealth management, risk management, tax efficient strategies, and life insurance reviews. I do all of this with a personalized and holistic touch. Through my process and through the use of technology allow me to put you, your business and your family in a position of strength.
Overview
Serves Melville, NY
Background checked
5 employees
24 years in business
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Reviews
Customers rated this pro highly for professionalism, responsiveness, and punctuality.
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3 reviews
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Peggy L.
Mar 10, 2024
I have never met a person with more knowledge and professionalism. He was very patient with me explaining everything. He responded immediately with any concerns I had. I would refer Mr Bryan Lubitz with no hesitation. As a matter of fact I have already referred Mr Bryan Lubitz to several of my family and friends and I have been told that they have the exact same experience with him. Ms Peggy Lucente
Jarret S.
Mar 10, 2024
Bryan was referred to me by a colleague and within mere minutes of talking I already can tell I was not onto talking to a savant in the field, but someone who was 100% like minded with making sure my family was covered correctly and adequately but the BEST part was he showed me the options as well as pros and cons and didn’t push in any direction but helped me logically arrive at the best choice for me and my children. I would HIGHLY recommend calling him and consulting with him!!
Michael V.
Mar 10, 2024
Brian is the best , a guy with over 20 years experience an honestly does what is right for me and my situation. I am a CPA and it gives me the ability to sleep much better at night knowing my family is covered if any of the problems arise in life.
Credentials
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Bryan Lubitz