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WELCOME


FAMILY SUCCESS LEGACY

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WELCOME


FAMILY SUCCESS LEGACY

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What We Do


What We Do


WHAT WE DO

Blank Financial provides real-life financial guidance to identify and manage our clients' objectives and insurance needs. We work with individuals, families and small businesses at any stage of their financial trajectory.

Our team works closely with our clients to solve the simplest or most sophisticated financial needs.  As a family owned and operated firm with over 45 years of experience, we are able to provide solutions designed to enrich and simplify our clients' financial well-being.  As independent fee based advisors, we provide objective “solution-driven” advice.


 
  • Savings Accumulation

  • Investment Management

  • Retirement Planning

  • Education Funding

  • Life Insurance

  • Annuity Income

 
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Who We Are


Who We Are


WHo we are

 
 
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Greg Blank

Greg specializes in investment advisory services and advanced planning for successful individuals and small businesses. He has a degree in Sociology from Binghamton University.  Prior to joining the firm he worked for MetLife Securities.

 
 
 
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Jared McGill

Jared joined Blank Financial Group in 2011.  Jared has partnered with Greg Blank and specializes in client relations and investment advisory services.  Prior to joining Blank Financial Group, Jared worked with our broker dealer, American Portfolios.  He received his Bachelor of Arts in Business Administration with a concentration in management and finance from the State University of New York at Oswego.

 
 
 
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Viktoria Makarova

Viktoria has been with the team since 2007. At Blank Financial Group, she plays an integral role managing, providing support and working closely with the clientele. She has a BBA in Finance from Baruch College and worked in Citibank for over 5 years in customer service.

 
 
 

Zineb Debbagh

Zineb joined Blank Financial Group in February 2017. She assists with client support and account maintenance. Zineb studied and worked in Montreal, Canada. She has a BA in Economics from Montreal University and Marketing certificate from HEC Montreal. Prior joining the firm she worked for State Street Corporation and CIBC bank.

 
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Where We Are


Where We Are


Blank Financial

Three Park Avenue

31st Floor 

New York, NY 10016

T 212-686-7361

F 212-686-7369