Find the Certified Financial Planner™
Who's right for you.

John S. Patsy, CFP®, CDFA™

LPL Financial

900 Route 111
Suite 280
Hauppauge, NY 11788
Phone: (631) 350-7024
Fax: (631) 350-7027

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Retirement
  • Long-term Care

 

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.