Joshua Friedlander’s mission is to help his clients achieve long term financial security by creating clarity and understanding on the ideal vision for the future. Josh and his team use a unique and creative approach that is tailored to each individual client needs in the areas of personal, estate and business succession planning. The foundation of his process is educating clients so they can make informed planning decisions.
As a Certified Family Business Specialist, Joshua has consistently earned industry recognition and multiple awards including MDRT and Top of the Table recognition.
With a career spanning over a decade, he started with AXA Advisors. He then advanced his career with Mutual of Omaha and finally joined CWP in 2009 with the desire and expertise to help to help business owners achieve financial independence with their personal, estate and business planning. Much of his experience and background comes from working within his families business; family dynamics mixed with business decisions have been have been tremendous with relating to the clients he serves.
His success has warranted invitations to provide industry expertise for many organizations. He has been featured guest speaker for MassMutual Financial Advisors on practice management, as well as various business associations on proper financial, estate and business planning matters. Working with closely held businesses is the passion of the practice. He offers fee-based planning for business owners with the goal of helping to design and implement a holistic plan.
Joshua is a Long Island native. He and his wife, Roseann, an elementary school teacher are proud residents of Long Island to this day. They have a son, Jeremiah, two daughters Emma and Rebekah and a dog named Shadow. They are active members of their community, the local chamber of commerce as well as other organizations and associations in the area.
I am licensed to sell Insurance Products in the following jurisdictions:
CA, CT, FL, IN, KS, MA,NY, NJ, TN
I am licensed to sell Securities Products in the following jurisdictions:
New York, New Jersey, FL, CA, WI, MD, TX, GA, VA
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates * Springfield MA 01111-0001 Registered Representative of and securities products, investment advisory and financial planning services offered through MML Investors Services, Inc. a MassMutual subsidiary * Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY 11791 (516) 364-4203. Center for Wealth Preservation, Gary Ranftle, General Agent.