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MEMBER PROFILE

 

Jerome Pasichow

Integrated Financial Concepts

 

Member profile details

Membership level
Tri-State
First name
Jerome
Second name/initial
N
Last name
Pasichow
Title
Associate
Company
Integrated Financial Concepts
 

CONTACT INFORMATION

City
Metuchen
State
New Jersey
 

PROFILE INFORMATION

Call me when
a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Finance
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Tax
  • Trusts
Client Industry(ies)
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Real Estate/Construction
Professional Certification(s)
CLU, CExP, RICP
Transition Planning Certification or Methodology
BEI Exit Planning Certification
In Business Since
1995
How to contact
Call 732.991.5056 or email me at jpasichow@nlgroupmail.com
LinkedIn profile link
Jerome N Pasichow
Business Focus
Help Create Financial Balance with Protection First Philosophy
Disclaimer
Jerome Pasichow is a Registered Representative and Investment Adviser Representative of and securities and investment advisory services offered through Equity Services, Inc. Member FINRA/SIPC, 675 Third Avenue, Suite
900, New York, NY 10017, 212-661-1600. ESI operates as Vermont Equity Services in CO, MO, NH and WI. Third
party entities are independent of Equity Services, Inc. unless otherwise noted. I do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate
professional advisor.
TC119659(0221)1

Insurance Licensed in: AZ, CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, PA, RI, SC, VA, WA.

Securities Licensed in: AZ, CA, CT, DE, FL, GA, MA, NH, NJ, NV, NY, PA, RI, SC, VA, WA.

My CA Insurance Agent Lic.# 0G94126
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