Neil J. Altshuler, CPA, CFP®, has over 30 years of experience in tax return preparation and tax planning. After meeting with clients to discuss their financial goals and risk tolerance, he prepares investment plans designed to meet those goals. He also develops distribution strategies, taking into consideration potential tax effects, to assist clients with meeting their cash flow needs during retirement.
Neil graduated from Ithaca College. He is a Certified Public Accountant, Certified Financial Planner™, and holds FINRA Series 6 and 63 licenses. He and his wife have three sons and live in Hunterdon County.