Broker Check

Team

Guided Professional Solutions, LLC

Gain From an Independent Perspective

We are passionate about helping you achieve your financial objectives. 

Experience

Since 1980, members of our team have been helping clients address their personal and business financial goals.

Knowledge

Our professional team has more than 150 combined years of dedicated personalized services to our clients.  Guided Professional Solution's Wealth Managers hold many of the industry's most coveted professional designations, including: Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), Certified Wealth Preservation Planner (CWPP), Certified Wealth Strategist (CWS®), Certified Fund Specialist (CFS).

Resources

At Guided Professional Solutions, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Close alliances with other professional organizations add to our knowledge base.  These alliances include:

  • Trust and Estate Law Firms, Eldercare attornies
  • Pension Design and Administration Firms
  • Full-service Insurance Firms 
  • Professional Money Management Firms
  • Certified Public Accountant and tax sonsulting firms

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough and most efficiently bases upon my risk tolerance and investment time horizon?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Designations: Chartered Financial Consultant, Certified Wealth Preservation Planner

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Designations: Certified Financial Planner™, Certified Wealth Preservation Planner Certified Fund Specialist

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Designations: Certified Fund Specialist (CFS) and Certified Wealth Preservation Planner (CWPP)

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Managing Partner Designations: Certified Financial Planner™ (CFP), Certified Wealth Preservation Planner (CWPP), Accredited Investment Fiduciary™

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Jim is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in retirement planning and distribution strategies.

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A CERTIFIED FINANCIAL PLANNER TM - professional and Certified Public Accountant, Fred has over 30 years experience and primarily focuses on providing wealth management services to both businesses and individuals.

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Jeff has over 30 years experience and specializes in providing tax, financial and consulting services to business owners. He holds both general securities and investment advisor representative licenses.

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Most of our clients never get to meet Camille. If they did, they would meet an engaging and remarkable talent. She is our Director of Operations and has been for fifteen years. A consummate professional, Camille Furlong brings...

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At the lifeblood of any strong organization is the individual who is responsible for scheduling appointments, ensuring client communications and organizing workshops and events. At Guided Professional Solutions, that role has been...

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Kristina Velez

Client Service Specialist

718-551-9665

718-989-9225

At Guided Professional Solutions our focus is not only on our client’s investment, but also the clients themselves. Having a staff that understands how to respond to these needs and requests is critical to our company. When...

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ExperienceJaimie Blackman’s twenty five years of work experience span the fields of finance, education and information technology. Prior to establishing BH Wealth Management, he was Vice-President of Investments with UBS....

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