Tamar Fink, Inc

Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm. Since 1986, weve developed a firm suited to our client -people of high success. Weve staffed insurance brokers, underwriters and family wealth counselors to ensure our own accountability through a customer service team. We uphold relationships with a worldwide network of the best carriers, investors, and established charitable organizations. By caring and asking the right questions, we work closely with clients and their chosen advisors to gain a personalized understanding of their desires and objectives. Client services include Life Insurance and Estate Planning, Planned Giving Consulting, Family Wealth Counseling, Life Settlement/Policy Valuation, Gift Maximization Process and Policy Audit Process. Broker/Dealer and Outside RIA registered - Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services offered...