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| Financial Professionals in Melville, New York |
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| James McManus |
| CMFC®, AAMS® |
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545 Long Wharf Drive |
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Suite 501 |
| New Haven, CT |
| (203) 285-1832 |
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| Client Minimums |
| Planning Services |
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• None |
| Investment Services |
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• None |
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| Client Services |
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Planning Advice & ServicesInsurance Advice & ProductsFinancial Advice & ServicesMoney Management ServicesInvestment Products |
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| Types of Clients: |
| Individuals and FamiliesBusinessesBusinesses/PensionNonprofits |
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| My Business Philosophy |
Ameriprise Financial is America's... |
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| Brad Katz |
| CWS® |
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First Allied Securities, Member FINRA/SIPC. |
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12 Darlington Dr |
| Wayne, NJ |
| (973) 317-2831 |
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| Client Minimums |
| Planning Services |
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• None |
| Investment Services |
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• None |
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| Client Services |
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Planning Advice & ServicesFinancial Advice & ServicesMoney Management ServicesInvestment ProductsInsurance Advice & Products |
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| Types of Clients: |
| Individuals and FamiliesBusinesses/PensionNonprofits |
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| Client Minimums |
| Planning Services |
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• None |
| Investment Services |
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• $100,000 |
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| Client Services |
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Planning Advice & ServicesInvestment ProductsFinancial Advice & ServicesInsurance Advice & ProductsMoney Management ServicesTax Advice & Services |
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| Types of Clients: |
| Individuals and FamiliesBusinessesBusinesses/PensionNonprofitsPublic FundsTaft-Hartley Funds |
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| Our Business Philosophy |
Assisting clients in understanding... |
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