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Financial Professionals in Jericho, New York By using this search function you are agreeing to be
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Brad Katz
CWS®
First Allied Securities, Member FINRA/SIPC.
12 Darlington Dr
Wayne, NJ
(973) 317-2831
Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
      • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
  • Insurance Advice & Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses/Pension
  • Nonprofits
    		•
      Visit My Website  
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    Multi Financial Securities Corporation/Rockdale Assoc. Photo
    Multi Financial Securities Corporation/Rockdale Assoc.
    Daniel Chen
    FPA©, 
    901 West Park Ave Suite #2-B
    Ocean, NJ
    (732) 695-2100
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • $100,000
    Client Services
  • Planning Advice & Services
  • Investment Products
  • Financial Advice & Services
  • Insurance Advice & Products
  • Money Management Services
  • Tax Advice & Services
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
  • Public Funds
  • Taft-Hartley Funds
    		•
     
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    Our Business Philosophy
    Assisting clients in understanding...
    		 
         
         
     
    Paul Schatz Photo
    Paul Schatz
    Woodbridge, CT
    (203) 389-3553
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Planning Advice & Services
  • Financial Advice & Services
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
    		•
     
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    Heritage Capital, LLC is an...
    		 
         
         
     
    James McManus
    CMFC®, AAMS®
    545 Long Wharf Drive
    Suite 501
    New Haven, CT
    (203) 285-1832
    Client Minimums
  • Planning Services
    		•
      • None
  • Investment Services
    		•
       • None
    Client Services
  • Planning Advice & Services
  • Insurance Advice & Products
  • Financial Advice & Services
  • Money Management Services
  • Investment Products
    		•
    Types of Clients:
  • Individuals and Families
  • Businesses
  • Businesses/Pension
  • Nonprofits
    		•
     
      View Profile  
      Visit My Website  
      Send Email  
    My Business Philosophy
    Ameriprise Financial is America's...
    		 
         
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    FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

    Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.