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Howard Gershman

Phone 845-531-9222
Mobile Number 845-531-9222

Howard Gershman
By Appointment
Hopewell Junction, New York 12533

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Howard Gershman


Director Consultant

My BusinessI teach, guide, and coach individuals and families about the fundamental concepts behind “how money works”. These concepts are not taught in school. Through education and by offering a customized financial strategy, my clients finally experience the peace of mind they’ve always longed for knowing that they’re on the correct path to achieving their financial goals and financial independence.

Ideal ReferralClient: Gen – Y: 25 – 35 years old, married, homeowner, kids, earning 70k – 120k combined Financial Seminars: Human resources director; Business owner; Executive director of non-profit organization Referral Sources: Accountant, bookkeeper, attorney, payroll service Team member: 30 – 45 years old, College grad, Excellent people skills, outgoing personality, professional, goal oriented, someone who is naturally helpful to others (teachers, nurses, emt’s), underemployed or unfulfilled

Top ProductLife insurance, mutual funds for retirement and college planning

Top Problem SolvedProvide families and individuals the peace of mind that they know they're saving and using their money in the most efficient way possible.

My Favorite BNI StoryHelped setup a young couple so they're on track to be millionaires by the time they're 50.

My Ideal Referral PartnerAccountant, bookkeeper, attorney, payroll service - that is someone who already has a trusted financial relationship with their clients.