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Home > Financial Planner Directory > New York > Syosset > John Panaro, CFP®,CLU,ChFC,ChSNC
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John Panaro, CFP®,CLU,ChFC,ChSNC

Center for Wealth Preservation

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791-4488
Phone: (516) 682-3350
Fax: (516) 706-1253

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Household Income Minimum: $200,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Succession Planning
  • Long-term Care
  • Sudden Wealth
  • Special Needs

 

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.