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Ross F. Mongiardo, CFP®

1305 Franklin Ave
Ste 208
Garden City, NY 11530
Phone: (516) 739-1809
Fax: (516) 739-1854

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.