W

Wealth Management Solutions, LLC

(on veterans memorial highway)
Financial Services in Hauppauge, NY
Financial Services

Hours

Monday
9:00AM - 4:00PM
Tuesday
9:00AM - 4:00PM
Wednesday
9:00AM - 4:00PM
Thursday
9:00AM - 4:00PM
Friday
9:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

700 Veterans Memorial Highway
Hauppauge, NY
11788

About

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.

Photos

Wealth Management Solutions, LLC Photo

Latest

We will be starting a series of Facebook Live broadcasts in the next few weeks to address your financial aid concerns for the 2021-2022 school year. Keep checking this page for more information.
Financial aid season is rapidly approaching. Give us a call to schedule your appointment to see how we can help save you on your college expenses.
Wealth Management Solutions would like to remind everyone that we never closed during the shutdown. We have been there for you, and will continue to be there, to make sure your financial needs are well taken care of. We are now conducting phone, virtual, and in person meetings, so if you'd like an appointment, please give us a call at (631) 382-5012.
The following link is a very useful source for helping you see how the AP exams will be administered this year. https://www.collegetransitions.com/blog/ap-exams-changes-due-to-coronavirus/ COLLEGETRANSITIONS.COM AP Exams – Changes Due to Coronavirus
This is an interesting article about how colleges are going to suffer because of the current crisis. We hope it helps our clients by forcing schools to lower cost to compete. As always, if you have any questions, please feel free to give us a call. https://www.bloomberg.com/news/articles/2020-04-08/colleges-with-empty-campuses-face-an-uncertain-financial-future?utm_campaign=socialflow-organic&utm_source=twitter&cmpid=socialflow-twitter-businessweek&utm_medium=social&utm_content=businessweek BLOOMBERG.COM Colleges With Empty Campuses Face an Uncertain Financial Future
We here at WMS wanted to let everyone know we are doing well and hope you are all well, too. We have set up our office to work remotely, so please don't hesitate to give us a call for any of your financial needs.
This is a great article on which types of colleges to avoid when you're going through the process of applying to different schools. Please contact me if you have any questions. https://www.collegetransitions.com/blog/colleges-to-avoid/ COLLEGETRANSITIONS.COM Colleges to Avoid

Information

Company name
Wealth Management Solutions, LLC
Category
Financial Services

FAQs

  • What is the phone number for Wealth Management Solutions, LLC in Hauppauge NY?
    You can reach them at: 631-382-5012. It’s best to call Wealth Management Solutions, LLC during business hours.
  • What is the address for Wealth Management Solutions, LLC on veterans memorial highway in Hauppauge?
    Wealth Management Solutions, LLC is located at this address: 700 Veterans Memorial Highway Hauppauge, NY 11788.
  • What are Wealth Management Solutions, LLC(Hauppauge, NY) store hours?
    Wealth Management Solutions, LLC store hours are as follows: Mon-Fri: 9:00AM - 4:00PM, Sat-Sun: Closed.