Mohamed Attia

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I am here to make sure your financial security is set. Whatever that means to you, my role is to support that.
Build Your Plan

Mohamed Attia

Financial Advisor

Build Your Planopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Mohamed

I specialize in the following five areas for both businesses and individuals: 1.) Wealth Management (Tax-Efficient Investment Strategies) 2.) Retirement Planning 3.) Defensive Asset Planning 4.) Estate Planning

I'm Most Proud Of: Putting my clients in the best financial position they can be in.

Presidents Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Advisor

    Prudential Financial

    December 2012 - Present | 5786 Widewaters Parkway Dewitt, NY 13214

The Prudential Difference

    • Variable Annuities: FL, IL, MI, NC, NY, PA, RI
    • Securities License: FL, IL, MD, NC, NY, PA, RI, VA
    • Variable Life Insurance: FL, IL, MI, NC, NY, PA, RI
    • Fixed Annuities: FL, IL, MI, NC, NY, PA, RI
    • Life Insurance: FL, IL, MI, NC, NY, PA, RI

Mohamed Attia offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Mohamed Attia offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.