Marvin Feinstein has been a certified public accountant since 1983 and is a member of the American Institute of Certified Public Accountants, (AICPA). Marvin worked previously as a senior tax specialist for a regional accounting firm prior to opening his own accounting firm in 1988. Realizing that financial services went hand in hand with helping his clients attain their goals Marvin obtained his insurance and investment licenses in 2001. Marvin’s business focus has been on working in the area of retirement planning as well as financial protection, including assessing the life insurance and disability income needs of individuals and professional business owners.
*Marvin Feinstein does not offer any accounting or tax services in his capacity as a Financial Professional
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Diapoules, Feinstein and Kaplan Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.