Wealth Management Solutions, LLC
Financial Consulting Hauppauge
Call Today!
- Landline
- (631) 382-5012
- Fax
- (631) 980-7639
- info@wms-group.net
- wealthmangementsolutions
- Website
- www.wms-group.net
Description
Since 1995, Wealth Management Solutions, LLC, has been working in the Long Island area helping individuals and businesses with financial management, including: College Planning, Education funding, Retirement and Investment planning, Wealth and Estate Preservation, Risk and Tax management, Long-Term Care, and Conventional, and Reverse Mortgages. Co-Founders and Partners Peter T. Lawrence and John Cahill are Certified Financial Planners. Peter is also a Chartered Financial Consultant, Licensed Mortgage Consultant and holds his Series 7, 63, 65 and 24 registrations and several State Insurance licenses. John carries securities registrations as well as State Life and Health insurance licenses.
Keywords Retirement Planning, Risk Management, Investment Planning, Estate Planning, Education Funding.
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Financial Consulting(631)382-5012 (631)-382-5012 +16313825012
Map 700 Veterans Memorial Highway
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