Brian Newmark

Veterans Financial
Estate Planner
 
Industry Category:
 Financial Advisor
 
Location:
525 West Chester Pike
Suite 201
Havertown, PA 19083
United States
 
Contact Information:
1-800- 835-1541  Work
Contact Brian Newmark
 
Websites:
Brian Newmark at Naymz
Brian Newmark at Claimid
Brian Newmark at Squidoo
Brian Newmark Website
Financial and Estate Planner
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SSC: MZ1 or NC8 (?)
 
 

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Brian Newmark focuses on helping Seniors with their Financial and Estate Planning when in comes to plannig for their care. He is Board Certified in Estate Planning. Brian speciality is in educating families about Veterans Benefits, Medicaid Planning, Annuities, Life Insurance and Long Term Care. He is currently licensed to represent insurance and certain financial products. He is also a member in good standing with the National Association of Estate and Financial Planners.

Brian Newmark's expertise in areas related to elder care have developed as his clients have aged. Most of his clients are now in their 80's and 90's.He takes the time to educate people about the availability of government benefit programs to which they are entitled, but often don't even realize it.

“One of the most rewarding things to tell people is that they will be receiving $1,500 per month from the government” Mr. Newmark says. “I have had many people cry when I deliver the good news.” He often times will receive thank you notes from family members who are grateful for his help.

Brian establishes a connection with his clients that naturally leads him to take more of a personal involvement. With many of his clients, he is on the list of people to call in the event of a death.

Despite the fact that he puts in long hours helping his clients, Brian’s number one priority is with his wife and children. He is married, and has one son and one daughter.

You can learn more about Brian Newmark at www.veteransfinancial.com or contact him at
brian@veteransfinancial.com.
 

Reviews Received Reviews Written Business Reviews  
Page:   1  
 
iKarma Rating: N/R
6/15/2007
Jeff Rating Given: *****
"Unfortunately, dad passed away a couple of weeks ago. I want to thank you for all the time you put in on his behalf without ever even meeting him or myself personally. The fact that you did this without asking for anything in return is truly very special. Even though in the end, he only received 3 months of benefits, the idea that he had this additional income coming eased his mind a little bit that he was less of a burden to his family.

I wish you only good things in the future and will not "   more...

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