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Showing 25 advisor(s) and rep(s)

Jason AlbanoI am a Financial Advisor connected to Northwestern Mutual’s Wealth Management Company here in NYC and surrounding areas. Our team specializes in pulling a thread through investment, insurance, tax, and holistic financial and estate planning ideas. My team and I help people, their families, and businesses: protect their vulnerabilities; achieve financial security; attain their financial goals.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Investment Strategies, Retirement Planning, Estate Planning, Disability Income Planning, Education Funding, Long Term Care Planning

Languages: English

Location: Farmingdale NY, 11735

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Nicole Berkey

ChFC®

Nicole's goal is to help her clients identify their financial goals and develop personalized plans to help achieve those goals. She specializes in comprehensive financial planning for her clients by building long lasting relationships and consistently updating their plan as their life changes.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies

Languages: English

Location: Farmingdale NY, 11735

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Erik Constantino

CFP®, CLU®, ChFC®

My goal as a WMA is to help my clients have a full understanding of their complete financial picture and work toward achieving their personal financial goals. It is my intent to provide advice that I would implement for myself and my family. Being part of a world class organization, such as Northwestern Mutual, gives me the opportunity to marry professional growth with personal achievement.Visit my website

Expertise: Estate Planning, Financial Planning, Retirement Planning, Investment Strategies

Languages: English

Location: Farmingdale NY, 11735

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Casey DodgeVisit my website

Languages: English

Location: Farmingdale NY, 11735

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Marc EisenshtatFor many of my clients, finding someone they could trust and confide in was of utmost importance. I built my Financial Planning practice, here on Long Island, with the guiding principle of integrity. The success we've had is a direct result of doing the right thing, no matter what. Please call today for an informal, no obligation discussion. Visit my website

Expertise: Financial Planning, Estate Planning, Retirement Planning, Business Risk Management, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Education Funding, Employee and Executive Benefits Planning, Special Needs Planning, Investment Strategies

Languages: English

Location: Farmingdale NY, 11735

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James HowellVisit my website

Languages: English

Location: Farmingdale NY, 11735

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Eric JimenezVisit my website

Expertise: Financial Planning, Disability Income Planning, Education Funding, Life Insurance Planning, Long Term Care Planning, Retirement Planning

Languages: English

Location: Farmingdale NY, 11735

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Alex KleinMost people spend more time planning a vacation than they do their financial future, that is why our financial planning process is simple yet powerful. We can work with you to protect your family, build wealth strategically, and implement a retirement income strategy at retirement. Our process: Identify your goals, create a plan, implement it, review it periodically. If that makes sense lets talk.Visit my website

Expertise: Financial Planning, Wealth Management, Retirement Planning, Private Client Services, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Estate Planning, Education Funding

Languages: English

Location: Farmingdale NY, 11735

FINRA BrokerCheck

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