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Howard Hook, CPA, CFP
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Howard received his Bachelors Degree in Accounting from the State University of
New York at Binghamton in 1987. Before joining Access Wealth Planning LLC, he
was a senior manager at a prestigious accounting firm servicing clients in New
York and New Jersey. In 1997, Howard received his CERTIFIED FINANCIAL PLANNERTM
(CFP) designation from the College for Financial Planning in Denver, Colorado.
He is a member of the American Institute of Certified Public Accountants (AICPA)
and the Financial Planning Association (FPA). He specializes in tax planning for
individuals and small businesses.
Howard Hook is a Registered Representative of and offers securities
& services through Royal Alliance Associates, Inc. Member NASD/SIPC, a registered
broker-dealer. In this regard, this communication is strictly intended for individuals
residing in the state of FL, NC, NJ, NY, and OR. No offers may be accepted from
residents outside the specific states referenced.
Frank Jaffe, CFP
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Frank received his Bachelors degree from the State University of New York Regents
College, and his CERTIFIED FINANCIAL PLANNERTM
(CFP) designation from the College for Financial Planning in Denver, Colorado.
He worked as a training specialist for several Wall Street firms before completing
his financial planning degree and devoting himself full time to the industry in
1987. He speaks frequently on retirement planning at various universities and
corporations.
Frank Jaffe is a Registered Representative of and offers securities
& services through Royal Alliance Associates, Inc. Member NASD/SIPC, a registered
broker-dealer. In this regard, this communication is strictly intended for individuals
residing in the state of CA, FL, MA, MD, NJ, NY, PA, and TN. No offers may be
accepted from residents outside the specific states referenced.
Howard S. Milove, CPA, PFS
Howard received his Bachelors Degree in accounting from Syracuse University.
Prior to joining Access Wealth Planning LLC, he worked for many years in the
Public Accounting profession at a mid-sized accounting firm in New York City
and for one of the largest Financial Institutions in the field of Financial
Planning and Asset Portfolio Management. Howard is a Personal Financial Specialist
(PFS), the highest designation award by the American Institute of Certified
Public Accountants (AICPA). He is also a member of both the New York and New
Jersey State Society of Certified Public Accountants, as well as a member of
the Financial Planning Association (FPA) and the National Association of Insurance
and Financial Advisors (NAIFA). Howard specializes in Retirement and Investment
Planning for individuals and companies.
Howard Milove is a Registered Representative of and offers
securities & services through Royal Alliance Associates, Inc. Member NASD/SIPC,
a registered broker-dealer. In this regard, this communication is strictly intended
for individuals residing in the state of CT, FL, IL, MD, NJ, NY, OR and PA.
No offers may be accepted from residents outside the specific states referenced.
Michael
Palazzolo, CPA, CFP
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Michael received his Bachelor's degree in Accounting from Ramapo College in New Jersey. He began his career in the Public Accounting profession working for a prominent New York/New Jersey based firm in their Financial Services Division. While there, he earned his Certified Public Accounting License from the University of the State of New York. As part of the Financial Services Division, much of his time was devoted to business analysis, consulting and tax planning. Since joining Access Wealth Planning LLC, Michael received his CERTIFIED FINANCIAL PLANNERTM (CFP) designation from the College for Financial Planning in Denver, CO. He now specializes in Estate, Retirement and Investment Planning.
Michael Palazzolo is a Registered Representative of and offers
securities & services through Royal Alliance Associates, Inc. Member NASD/SIPC,
a registered broker-dealer. In this regard, this communication is strictly intended
for individuals residing in the state of FL, ME, NJ, NY, PA, and SC. No offers
may be accepted from residents outside the specific states referenced.