Leslie Marie Giordano, ChFC, CLU Registered Investment Advisor
Office/Text: 516.747.5210
Making Every Day Count
How we can help
Free Consultation
Free Consultation
Do you have questions about retirement planning, investing, and/or insurance?
Do need guidance with your 401k, Roth 401k, IRA, Roth IRA, SEP IRA, or SIMPLE IRA?
Are you retiring and need guidance on the best way to distribute your retirement funds?
Did you inherit money and need advice about how to invest it?
Do you need help understanding
Do you have questions about retirement planning, investing, and/or insurance?
Do need guidance with your 401k, Roth 401k, IRA, Roth IRA, SEP IRA, or SIMPLE IRA?
Are you retiring and need guidance on the best way to distribute your retirement funds?
Did you inherit money and need advice about how to invest it?
Do you need help understanding your employee benefits?
Do you want to plan for your children’s future?
Would you like to start investing?
Free Consultation
Free Consultation
Free Consultation
Take the first step in planning your financial future.
We offer a complimentary consultation that includes preliminary insight and feedback.
To schedule an appointment please use the following link: https://m.levitate.ai/daa43b-2j1e5m?landing=true
We look forward to hearing from you.
From Leslie
Free Consultation
From Leslie
It is never too early or too late to start planning your financial future.
I am passionate about helping my clients plan
for their financial future
by setting goals, implementing a plan of action, yearly reviews, and adjusting as needed.
My goal is for all my clients to feel valued. I am here to be of service to you.
Registered Investment Advisor
After graduating from Penn State University with a B. S. Economics, Leslie began her investment advisory career as an independent Fee Based Advisor. Her professional designations include Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). In addition, she is licensed to sell Life,
Disability and Long Term Care Insurance, along with Fixed Annuities in most states.
Leslie's area of expertise is retirement planning.
Fun facts about Leslie:
Leslie is a CrossFit athlete
who likes gardening, hiking, kayaking,
walking on the boardwalk,
cooking, and traveling
Her happy place is the beach.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
We recommend yearly or before any major life changes.
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Call or Text us at 516.747.5210
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Registered Investment Advisor
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
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