Investment Services Farmingdale NY

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Farmingdale. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mr. John E. Hernandez (RFC®), CSA
(516) 248-7066
248 N Maple St
Massapequa, NY
Company
Doral Asset Managers Inc.
Qualifications
Years of Experience: 46
Membership
IARFC, SCSA
Services
Invoice, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Mark E. Stratton (RFC®)
(516) 938-2400
998 Old Country Rd Ste 4
Plainview, NY
Company
Compass Financial Group
Qualifications
Education: University of Massachusetts, Amherst
Years of Experience: 24
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell

Data Provided by:
Mr. Jesse B. Mackey (RFC®), MBA
(516) 677-5034
80 Crossways Park West
Woodbury, NY
Company
Park Avenue Securities, LLC
Qualifications
Education: MBA from Thunderbird School of Global ManagementBA in Economics from Colgate University
Years of Experience: 7
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Nick O. Caporaso (RFC®)
(516) 682-3414
1000 Woodbury Rd Ste 400
Woodbury, NY
Company
Mass Mutual Financial Group
Qualifications
Education: St. John's University 1998-2002. Bachelors of Science in Finance and InvestmentsThe American College- LUTCF "Life Underwriters Training Fellowship."The College For Financial Planning- AWMA "Accredited Wealth Management Advisor.
Years of Experience: 8
Membership
IARFC, MDRT, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Michael H. Fliegelman (RFC®), CHFC, CLU
(631) 806-3568
5 Harborfields Ct
Greenlawn, NY
Qualifications
Years of Experience: 24
Membership
IARFC, NAIFA, GAMA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Michael J. Goldsmith (RFC®), LUTCF
(516) 541-0111
549 Broadway Street Suite 201
Massapequa, NY
Company
Investax, Inc.
Qualifications
Education: BS Finance
Years of Experience: 21
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, Compensation Plans

Data Provided by:
Mr. Eric W. Szczurowski (RFC®), CFP
631 770 0335 x34
445 Broadhollow Rd Ste 120
Melville, NY
Company
Ameriprise Financial
Qualifications
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Mr. John J. Hopkins (RFC®)
(631) 870-0322
445 Broad Hollow Road
Melville, NY
Company
JJH Financial Services
Qualifications
Education: Virginia Military Institute, BS. Adelphi University, MS.Certificate in Financial Planning
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Katherine D. Agrillo (RFC®), CFP, CHFC, CLU
(516) 542-0261
1858 Hempstead Turnpike
East Meadow, NY
Company
Agrillo Financial Group
Qualifications
Years of Experience: 28
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Asset Protection, Compensation Plans

Data Provided by:
Mr. Gregg Pajak (RFC®), CHFC
(877) 494-9366
150 Motor Parkway Suite 401
Hauppague, NY
Company
WizdomTree Benefit Solutions Inc.
Qualifications
Education: ChFCRFCSeries 7Series 63Life/Health
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
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Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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