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JoAnn Semeraro, CFP®, CSA

North Ridge Securities

1895 Walt Whitman Rd
Melville, NY 11747
Phone: (631) 420-4242 x 247
Fax: (516) 799-9309

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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

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.