Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > New York > Jericho > Lee Rosenberg, CFP®
Find the Certified Financial Planner™
Who's right for you.

Lee Rosenberg, CFP®

American Investment Planners, LLC

500 N Broadway
Ste 260
Jericho, NY 11753-2128
Phone: (516) 932-5130
Fax: (516) 932-7706

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A

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