For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
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.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
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.
- 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.
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