PORTFOLIO MANAGEMENT We have developed an approach to personal, professional and business portfolio management which seeks to maximize long-term goals and expectations while managing risk. At Madison Global Partners we work with each client to understand their individual situation. This will include a review of the client’s financial goals, net worth, cash flow, tax planning, insurance needs, estate analysis, retirement planning, portfolio review, educational planning and charitable donations. Through the experience and knowledge of Madison Global Partners’ representatives, recommendations that will optimize results while balancing risks will be made. FINANCIAL PLANNING At Madison Global Partners we help our clients understand their overall financial picture and help chart a course of financial objectives. This includes consultation and advice regarding areas of concern including cash flow, proper budgeting, management of debt, charitable donations, insurance issues, tax issues and planning for future expenses such as home purchasing, education or health care. The specific financial plan devised will vary depending upon the specific planning topics chosen. PLAN FOR RETIREMENT With today’s constantly increasing life expectancy, it is never to early to start planning for retirement. At Madison Global Partners we work with our clients to make sure they will have enough money at retirement. We help our clients create a plan that will help them achieve their retirement goals and to enjoy retirement at their desired lifestyle. Whether it is an IRA, a 401(K) or any other retirement saving instrument, we can help analyze current plan structure, consider plan improvements and offer alternative choices, if necessary.
View Top Employees from Madison Global Partners, LLCWebsite | https://www.madisonglobalpartners.com |
Revenue | $6 million |
Employees | 17 (4 on RocketReach) |
Founded | 2015 |
Address | 350 Motor Pkwy Suite 205, Hauppauge, New York 11788, US |
Phone | (646) 690-0330 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52311 Companies, NAICS Code 5231 Companies, NAICS Code 523110 Companies |
Looking for a particular Madison Global Partners, LLC employee's phone or email?
The Madison Global Partners, LLC annual revenue was $6 million in 2024.
Brian Rockowitz is the Managing Director Investment Banking of Madison Global Partners, LLC.
4 people are employed at Madison Global Partners, LLC.
Madison Global Partners, LLC is based in Hauppauge, New York.
The NAICS codes for Madison Global Partners, LLC are [523, 52, 52311, 5231, 523110].
The SIC codes for Madison Global Partners, LLC are [621, 62].