(833) COPT-333
(954) 392-8713
info@copticchamber.com
I originally started off college in a 8 year MD program and planned on being a doctor like the rest of my family but I had a real passion for finance so I switched 2 1/2 years into my program to pursue this passion. What I did love about medicine is that you got an opportunity to help others every day and make an impact. Financial Planning and Wealth Management was an opportunity to merge my passion for finance and helping others. Financial Planning means different things to different people depending on where they are in life and what they want to accomplish. I specialize in working with physicians, dentists and business owners due to my background and interests.
Edward Jones is the largest Brokerage company in the US by number of Advisors. We are in the US and Canada. We work with serious long term investors in all aspects of Financial Planning
Drawing on over three decades of financial industry experience, Hany has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Having been through numerous market corrections and volatility, Hany serves as the close family advisor his clients rely on for an experienced perspective, thoughtful solutions and responsive service. His sincere approach to building long-term relationships and his genuine empathy has earned his clients’ confidence throughout all market conditions.
Kapcharge is an online payments infrastructure and money service business that provides software for accepting payments, sending payouts, and managing financial transactions. Kapcharge connects businesses with the banking and payment ecosystem using a single API, offering secure and reliable services in Canada and the United States.
Kapcharge’s solutions include ACH Processing, EFT Payments, Interac e-Transfer, Visa Direct, Push-to-Card, and Credit Card Processing. They serve various industries, such as Consumer Finance, Mortgage Servicing, Automotive Finance, Property Management, Buy Now Pay Later, Payroll Management, Gig Platforms, Insurance, Healthcare, and E-Commerce.
Kapcharge is a subsidiary of Kapital Solutions.
I understand the complexities of today’s lending environment and will help you navigate through the mortgage process from preapproval all the way to the closing table and beyond. I look forward to helping you with all your mortgage needs. Whether you are first time home buyer, purchasing your dream home or investment property, refinancing an outstanding loan, or consolidating debt, the team of highly experienced team which I am a member, are here to help you take that first step toward a financial solution.
As a Business Relationship Manager at M&T Bank, I bring over 11 years OF experience in helping businesses to achieve their dreams. MY expertise lies in providing tailored lending solutions, including commercial real estate for owner-occupied and investment properties, as well as line of credit, equipment's finance and corporate credit cards. Additionally, my dedicated team excels in Treasury Management services and Merchant Services solution, in order to help business owner to streamline their account receivable and payable for maximum efficiency. Please feel free to reach out with any question, I will delighted to assist you on your journey to Success!!
I would love to get to know you, your family and your Financial and personal goals. I can help with various needs let's connect and get to know each other more. Some of the areas that I can help with are
Retirement , Business legacy solutions, Medical/Dental Practice Solutions, Investments , Short and long term planning..etc
NJ, PA, DE, RI, MA, NY, FL
Mega Title, LLC, a title insurance agency headquartered in Matawan, New Jersey. Founded by Samah Ghabour in 2007, Mega Title is licensed by the States of New Jersey and Pennsylvania to transact title insurance. Samah holds a Bachelors Degree in Accounting from New Jersey City University, and an MBA in Management Information Systems from St. Peters University.
My focus is in Financial Planning strategies and Employee Benefits for families and businesses, who are looking to preserve as much of their hard-earned assets as possible. My familiarity with current tax laws and my experience working with other professional advisors, such as attorneys and accountants, enables me to create plans to help my clients better manage their estate tax liabilities and preserve assets for their heirs.
We specialize in Health Insurance including Medicare Advantage and Medicare Supplement Plans. We offer life, Dental, Vision, Tax Free Retirement Planning. We speak Arabic, English and Spanish. Serving all of the state of California.