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Hirak Kumar Mukhopadhyay

Financial Services Professional

Biography

Preparing for the next step in life isn’t always easy. I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I provide an analysis of your current financial situation and identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps (if present), and offer solutions to help fill them. 

 

Education

University of Delaware (2013-2017)

Hobbies

sports
music
TV
Movies
Squash

Community Involvement

Hindu Temple of Delaware
Bengali Association o fthe Delaware Valley
Bengali Cultural Committee of South Jersey

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
  • Military
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck