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. As well as attaining the designation of Certified Financial Planner in 1991, he is fully licensed in securities, (NASD Series 7,63,65,24) insurance, and is a Registered Securities Principal.
He was formerly on the Board of Directors of the Westchester / Rockland / Fairfield Chapter of the Institute of Certified Financial Planners (ICFP) for 6 years and is an Investment Advisor Representative with First Allied Securities, Inc., a Registered Investment Advisor with the Securities and Exchange Commission, and is Chairman of the First Allied Advisory Council.
“Some people don’t achieve their goals because they don’t define them. others because they don’t believe in them. Discover your goals, plan your course, and invite the right people to join you along the way: these are the steps to success and freedom.”
-Neal A. Deutsch CFP
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, pension programs and proper money management. Well versed in complex estate planning including business 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.
