NYWIFT Blog

FINANCIAL EDUCATION, PLANNING & SERVICES

City National Bank
1140 Avenue of the Americas, 2nd Floor, New York, NY 10036
Corporate Partner: Patron
Phone: 917-322-0615
Website: www.cnb.com

Contact: Lisa Berg
Vice President
Lisa.berg@cnb.com
Phone: (917) 322 0959


Signature Bank
261 Madison Avenue New York, NY 10016
Corporate Partner: Patron
Phone: 646-822-1393
Signature Bank is a New York-based full-service commercial bank with 11 offices located throughout the metropolitan area. Signature offers a wide range of business and personal banking products and services in a private client setting. It also provides investment, brokerage, asset management, and insurance services through its subsidiary, Signature Securities Group Corporation — member NASD/SIPC, licensed broker-dealer, and investment adviser. Signature has been ranked as “biggest gainer” in assets in 2003 by Crain’s and among the top five percent of commercial banks in the country.
Website: www.signatureny.com

Contact: Philip M. Glazer
Group Director/SVP


Fortis Lux Financial/William Fischer
Corporate Partner: Friend
Phone: 212-578-6762
William is an advisor with the Fortis Lux Financial Group of New York, a full service office of MassMutual. He works with NYWIFT members in all facets of insurance, investments and financial strategies. NYWIFT members have the opportunity for complimentary visits with William to review their present financial situation, identify their goals and create a strategy to achieve the goals.

William also offers NYWIFT business owners complimentary benefits consultations. Whether you want to implement your first benefits package (group health, dental, ancillary benefits, retirement plans) or review your present package, William has a full team of benefits professionals that will help you navigate the full maze of cost and regulation.

From William:

“My mission is to help individuals develop financial strategies, and achieve those strategies through various financial products that are designed to meet your present and future needs.

My process is simple and will never make you feel embarrassed about your financial knowledge. My primary strategy is to educate you as to where you are versus what you want to accomplish…and what products and services are available to best get you there

Once your strategy is established, my job does not end. Instead, it shifts into a more service oriented role. Your financial strategy is a fluid, ever changing plan. With that in mind, I will be in regular contact to make sure the plan we set in motion yesterday, is still working just as effectively today. Should we decide, adjustments are necessary, I will present, discuss and implement our decision. Together, we will create a roadmap to take you where you want to be.”

Contact: William Fischer at 212 578 6762 or wfischer@fortislux.com.

Website: www.fortislux.com

Contact: William Fischer
Financial Advisor
wfischer@fortislux.com
Phone: 212-578-6762
Fax: 212-578-8865

Securities, investment advisory and financial planning services through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Ave, Suite 2510, New York, NY, 10170. (212) 578-0300.

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