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Home > Financial Planner Directory > New York > Melville > JoAnn Semeraro, CFP®, CSA

JoAnn Semeraro, CFP®, CSA

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North Ridge Securities

1895 Walt Whitman Rd

Melville, NY 11747

Phone: (631) 420-4242 x 247

Fax: (516) 799-9309

Saved in Saved Planners

Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Sudden Wealth
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: Certified Senior Advisor

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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