Contingency Plan

FOR IMMEDIATE RELEASE


Contact:
Alan Grodin

516-625-0248

agrodin@americanportfolios.com

 

 

NORTHERN STATE FINANCIAL AND GENEVA WEALTH MANAGEMENT ANNOUNCE MUTUAL CONTINGENCY PLAN

 

 

Old Westbury, NY, June 9, 2008 — Alan Grodin of Northern State Financial, Inc., and Curtis Luckman of Geneva Wealth Management have announced the formation of a contingency arrangement to ensure continuity of service and strategy in the event of the death or disability of either investment manager.

This alliance protects and benefits the firms’ clients by assuring the automatic and seamless transfer of clients’ accounts in the event that it becomes necessary. The firms, based in Old Westbury and Westbury, will remain independent, but have implemented the contingency plan as an added benefit to their clients.

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