Michael Beloff, CFP®, ChSNC®, CAP®, RICP®

CONNECT

Address:

2975 Westchester Ave, Suite 418
Purchase, NY 10577

Phone:

(914) 607-2241

Fax/Other:

(914) 437-7068

My Services

Through Stratos Wealth Management, my clients have access to a broad range of financial strategies. These strategies may include both the firm’s product and service offerings, as well as those from third-party providers like mutual fund families. As your LPL Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.

Planning

Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:

  • Financial Planning and Financial Goal Analysis
  • Special Needs Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Investment Services

I offer access to an array of strategies for both your near-term priorities and long-term objectives.

  • Equities
  • Fixed Income
  • Mutual Funds
  • Closed-End Funds
  • IRAs
  • 529 Plans
  • Annuities

Personal Retirement Planning

I can work with you to identify your individual retirement needs and create an action plan for pursuing the retirement lifestyle you imagine.

  • Traditional, Roth, Inherited IRAs
  • IRAs and Distribution Strategies 
  • Roth Conversions
  • Annuities

Corporate and Business Strategies

For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity strategies, and business banking services to address the needs of your organization.

  • 401(k) Plans
  • 403(b) / 457(b) Plans
  • Nonqualified Deferred Compensation Plans
  • Profit Sharing and Money Purchase Plans
  • SEP, SIMPLE and SAR-SEP Plans
  • Employee Benefits