Alan M. Borko, CFP®
Senior Vice President, Agency Control Officer
Alan M. Borko CFP®, Senior Vice President and Agency Investment Specialist, brings over 27 years of experience in the financial services industry to Forest Hills Financial Group. Prior to joining FHFG, Alan spent 15 years a corporate vice president, branch manager and advisor for A.G. Edwards & Sons. He was responsible for over $700 million in client assets and his branch was ranked in the top twenty percent of the firm.
Alan was also a fixed income/municipal bond specialist with a small bond house specializing in high net worth individuals and business owners before joining the brokerage firm. Alan works with our associates at FHFG in the capacity of an in-house financial/investment resource or directly as an advisor with our associates and their respective clients. He received his MBA from Adelphi University in Corporate Finance and Investments in 1985 and has been licensed as a CERTIFIED FINANCIAL PLANNER™ since 1992. Alan’s success has been a result of his “client first” philosophy. Whether the client’s needs are in the area of accumulating assets, retirement planning or transferring wealth to their loved ones, Alan has been able to define the strategy, implement the program and then monitor its progress to insure that the client’s goals are being met.
Alan’s strong sense of professionalism and community keeps him actively involved in many associations. Alan serves as Chairman of the Board of Directors of the Financial Planning Association of Long Island, a national organization of planning and investment professionals. He is an active Past President of Temple Chaverim in Plainview, Long Island and has served as the chair of the Huntington Chamber of Commerce Town Finance Committee. Alan is also a graduate of Leadership Huntington, a program that fosters leadership and trusteeship skills.
Alan M. Borko is a Registered Principal and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker dealer and investment advisor. Financial Specialist, The Guardian Life Insurance Company of America, New York, NY. Forest Hills Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents or employees do not provide legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances PAS is a member of FINRA, SIPC 2015-13402 Exp. 12/17