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TOP 30 Financial advisor for estate planning in Rockville Centre, NY
3 results found
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Jonathan Abrams - Financial Advisor, Ameriprise Financial Services, LLC
Jonathan Abrams is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Chartered Financial Consultant®, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, investment analysis, and more. Jonathan is dedicated to providing personalized financial advice and helping individuals achieve their financial goals.
Joseph Lisanti - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Lisanti is a Financial Advisor at Ameriprise Financial Services, LLC located at 265 Sunrise Highway, Rockville Centre, New York, United States. Joseph Lisanti holds various certifications such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on providing personalized financial advice, Joseph Lisanti is dedicated to helping individuals make informed decisions to achieve their financial goals. Whether you are a retiree, small business owner, or high net worth client, Joseph Lisanti has the knowledge and experience to assist you in managing your assets and planning for your financial future.
Weltz Law
Weltz Law is a high-caliber institution located at 5 North Village Avenue in Rockville Centre, New York. Specializing in FINRA arbitrations, AAA arbitrations, and FINRA & SEC investigations and proceedings, our New York-based securities arbitration and litigation lawyers provide effective legal counsel and reliable client services nationwide. We understand the risks associated with investing in securities, which is why we are dedicated to helping clients who have suffered financial harm due to broker or financial advisor misconduct. Our experienced arbitration lawyers can analyze your situation and determine the best course of action to seek a remedy for your financial losses. We represent clients in securities litigation and arbitration nationwide, as well as handle commercial litigation matters on their behalf. With over 30 years of collective experience, our attorneys are prepared to fight for you and seek maximum compensation.
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