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MELISSA LEVINE, CFP

CONNECT

Address:

60 East 42nd Street Suite 4700

New York, NY 10165

Phone:

212-687-1475

Fax/Other:

212-687-1453

E-mail address: melissa@plan4goals.com

Products and Services

We provide help in the following areas:

Investments:

Variable Annuities
Fixed Annuities
Variable Universal Life Insurance
SEP IRA
Simple IRA
Education IRA
Roth IRA
Traditional IRA
Common Stock
Full Service Brokerage Accounts

Insurance:

Life Insurance
Long Term Care Insurance
Disability Income Insurance

We have financial professionals that will help in:

Asset Management
Retirement Plans
401 (k) Planning
Money Purchasing Plan
Profit Sharing Plans
Estate Planning Strategies
Financial Strategies
General Tax Strategies
College Funding
Section 403 (b) Arrangement Planning

If you have any questions please email or call us.

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Adviser, Registered Representative, or Investment Adviser Representative, a consumer should contact his or her stated securities law administrator.

CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

Fee-based investment advisory services from this representative(s) available only to residents of California (CA),Connecticut (CT),Florida (FL),Maine (ME),New Jersey (NJ),New York (NY),Ohio (OH),Pennsylvania (PA).

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