Neal A. Deutsch, CFP®
 Neal
A. Deutsch, CFP® is President and founder of the Chestnut Investment Group,
Inc. in 1989, located in Suffern, New York. He has been working in the Financial
and Investment business since 1984, and is a CERTIFIED FINANCIAL PLANNER™ practitioner
since 1991.
He is fully licensed in securities, (Series 7,63,65,24) insurance, and is a Registered Securities Principal with First Allied Securities, Inc. He was formerly on the Board of Directors of the Westchester/Rockland/Fairfield Chapter of the Institute of Certified Financial Planners (ICFP) from 1993-1998 and is an Investment Advisor Representative with First Allied Securities, Inc., a Registered Investment Advisor with the Securities and Exchange Commission.
Neal works with each client to determine his or her specific aims, goals and objectives. Once that has been determined, he educates his clients in the areas necessary to help the client accomplish their objectives through the use of trusts, asset allocation, tax strategies and proper money management. Well versed in complex estate planning and family planning issues, he specializes in helping his clients identify their needs, and establishing a program with his in-house team of attorneys, accountants and money managers to achieve them. Family and inter-generational planning is a subject dealt with regularly, as well as business and retirement planning. Both Neal and Chestnut pride themselves on the personal care given to each client, as each situation is unique to each individual. Most importantly, Neal believes in dealing with his clients as people, where understanding and caring is paramount in building a long-term relationship. |
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Is it information...or is it noise?
We are constantly bombarded with investment tips. Who do you believe?
Negotiate your credit card rate
You’re credit card interest rate is NOT written in stone.
How often should legal documents be reviewed?
Family and business obligations are ever-changing and must be documented.
Pension maximization
You’re ready to retire. When faced with the complex task of choosing your pension option how do you determine what’s right for you?
Women and investing
Women, you ARE different. You take care of everyone else, learn how to take care of yourself.
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