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Marvin F

Series 63, Series 65

Melville, NY

Equitable Advisors

Marvin Feinstein is a financial advisor with Equitable Advisors, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and also has experience at Axa Advisors, LLC. In addition to his advisory work, Feinstein serves as an accountant and trusted advisor through Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, focusing on aligning client objectives with appropriate investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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James D

Series 63, Series 65

Melville, NY

Equitable Advisors

James Diapoules is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and has maintained a business relationship with Diapoules & Feinstein CPAs PC since 1989. Outside of his advisory work, he is involved in health insurance through the General Agency Benefit Mall and participates in professional group health plans. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, focusing on personalized client assessments and diversified investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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