We have been real busy at SPA spiffying up the joint! Can't wait to show off our new space! #StrategicPlanningAssociates #WealthManagement #NewHome
Strategic Planning Associates
商务咨询服务
Melville，New York 600 位关注者
Helping you plan for the life you want to live
关于我们
Thank you for visiting Strategic Planning Associates! We are committed to helping you plan for the life you want to live; just as no two clients are alike, no two plans are alike. Our team takes the time to get to know what sets you apart. By understanding your values, vision, and goals, we develop a uniquely tailored plan and collaborate with you and your family to monitor and manage the plan to help you achieve financial independence. As Northwestern Mutual’s Private Client Group member, we combine our world-class planning expertise and client service with the unmatched financial strength, resources, and expertise of Northwestern Mutual to deliver comprehensive financial plans, risk management, and investment management solutions.
- 网站
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https://www.strategicplanningassociates.nm.com
Strategic Planning Associates的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 11-50 人
- 总部
- Melville，New York
- 类型
- 私人持股
- 创立
- 2002
地点
Strategic Planning Associates员工
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Hank Cerruti
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Thomas Mitchell
Chief Operating Officer - Senior Nonprofit Executive
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Mike Walsh
Director and Principal Consultant at Strategic Planning Associates Limited
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Nicholas LLerena
Partner & Lead Private Wealth Advisor | Helping Clients Plan For the Life They Want to Live & The Legacy They Want to Leave | Process over Products |…
动态
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Chief Investment Officer Brent Schutte discusses how tariff uncertainty is weighing on the Fed and what it may take for volatility to subside. https://lnkd.in/gn2Mp7Tj
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Happy Equal Pay Day! A career as a financial advisor will honor your worth based on your hard work and dedication to your career. If you're looking for a new opportunity, come join our team. #EqualPayDay
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It’s equal pay day and not that you need a reminder, but you’re worth every cent. Now grow your wealth to reflect your worth. Reach out to learn more. #EqualPayDay
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Seems like every day we get a new text or email warning us of a past due bill or urgent item. Can you spot what is real and what is fake? We can help you identify the scam, recognize the spoof, and the imitation email to name a few. If you would like the full list reach out to us at [email protected] and we will be happy to forward it! #WealthManagement #StrategicPlanningAssociates
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Understanding trusts and wills is crucial for effective estate planning. ?? Our expert advisors simplify the process, ensuring your assets are protected and your wishes fulfilled. Get educated, get empowered! ?? #TrustsAndWills #EstatePlanning #FinancialEducation #StrategicPlanningAssociates
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If inflation concerns are weighing on you, taking control of your finances could help you feel more confident. Here are some steps you can take. https://lnkd.in/gk-VAqwQ
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