400 Broadhollow Rd, Melville, NY - 11747
(631) 592-2032
[email protected]
Financial Planning
I offer a wide range of products and services designed to help individuals, families and business owners achieve their financial goals and secure their future. These include, but are not limited to, comprehensive financial planning, investment management, retirement planning, insurance & risk management, tax planning, estate planning, education planning. My goal is to empower you with the knowledge and tools you need to make informed financial decisions and build lasting wealth.
NAICS Code: 524210
NAICS Title: Insurance Agencies and Brokerages
Certifications: NYS M/WBE