Broker Check
On Point Financial

Jeff Birnbaum

140 Riverside Drive
New York, NY 10024

(212) 874-1790
 

Products & Services

We provide assistance in the following areas:

Investments*, including

  • Exchange-Traded Funds (ETFs)
  • Mutual Funds
  • Stocks
  • Structured Products
  • Government and Corporate Bonds
  • Annuities
  • IRA Accounts (Traditional, Roth, Education, SEP, Simple)
  • Advisory Accounts
  • Brokerage Accounts

Financial Services, including

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*

Insurance, including

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

 

*These services are offered by Jeff Birnbaum through his/her affiliation with HD Vest