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Home > Financial Planner Directory > New York > Melville > Gregory P. Alerte, CFP®

Gregory P. Alerte, CFP®

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Dayton & Sydney Wealth Strategies Group, LLC

155 Pinelawn Rd

Ste 300 S

Melville, NY 11747

Phone: (631) 385-5347

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Household Income Minimum: $250,000
Investable Asset Minimum: $1,000,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
Buying a Home
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Insurance
Retirement
Long-term Care
Sudden Wealth
Special Needs

How Planner Charges

Combination Fee/Commission

Considerations: "If you fail to plan, you planned to fail"

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

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