Mitchell Coopersmith

Mitchell Coopersmith

Financial Advisor

Mitch is a Registered Representative at Wealth Advisory Group. He is dedicated to providing individuals, families, small businesses and their owners’ with high levels of financial protection and client service. Through in depth research and analysis, cash flow and benefit planning, Mitch focuses on helping his clients protect, accumulate and distribute their assets.

Mitch holds his life, health, disability income and long term care insurance licenses as well as his Series 7 and Series 66 allowing him to provide investment and securities advice to his clients. Mitch offers a wide range of both individual and group products through his affiliation with Wealth Advisory Group and The Guardian Life Insurance Company of America (Guardian) and a wide variety of investment vehicles from individual stocks, bonds, EFTs and annuities through Park Avenue Securities.

Mitch has made a strong commitment to ensure that his clients are served at the highest possible level. His devotion to continuing education and research provides him with the ability to remain on the cutting edge of options and trends, which grants significant advantages to his clients. Mitch graduated from Brooklyn College with a Bachelor of Arts in Psychology and a MA in Industrial and Organization Psychology. He lives in Brooklyn, NY with his wife and five children.

 

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M92384, AR Insurance License #14780153