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Alan E

Series 63, Series 65

Cedar Knolls, NJ

SPC

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Clark S

Series 66, Series 63

Cedar Knolls, NJ

SPC

Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 designations and having 19 years of industry experience. He has worked at several firms including Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. Outside of his advisory role, Silverstein is involved in independent life insurance sales and operates under the name Longview Asset Management LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice primarily through its SIGMA Managed Account and other programs, supported by a broad advisory network and strategic partnerships.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Bennett D

Series 63, Series 66

Cedar Knolls, NJ

SPC

Bennett Degen is a financial advisor at SPC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Parkland Securities, The Investment Center Inc, and Tangent Capital Partners. Outside of his advisory work, he serves as a trustee for The Joseph Kushner Hebrew Academy / Rae Kushner Yeshiva High School in Livingston, NJ. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice through a large advisory network and offers various account programs and strategic partnerships.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Benjamin B

Series 63, Series 66

Cedar Knolls, NJ

SPC

Benjamin Brenner is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Investment Center Inc and Axa Advisors, LLC. Brenner also engages in insurance sales, focusing on life, long-term care, and disability insurance, and operates his own marketing business under IBEX Financial Perspectives. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a range of discretionary and nondiscretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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