Invite a friend!

Wealth Management Solutions, LLC

Address
700 Veterans Memorial Highway Hauppauge NY 11788
Phone
(631) 382-5012
Is this your business?
Claim it now!
Something wrong?
Submit a correction
Average Rating
5
Total Reviews
(1)
Leave a review with:
  1. 1 Star
  2. 2 Stars
  3. 3 Stars
  4. 4 Stars
  5. 5 Stars
Is this your business? Claim it now!
Share on
Share

Contact Us

Business Hours

Status: Closes in 39 minutes

Sunday
Closed
Monday
9:00am-4:00pm
Tuesday
9:00am-4:00pm
Wednesday
9:00am-4:00pm
Thursday
9:00am-4:00pm
Friday
9:00am-4:00pm
Saturday
Closed

YellowBot Recommends

Edward Jones - Financial Advisor: Stephen K Wise

  • 106 W Second St Oswego, NY 13126
  • (315) 343-4063

View Profile

Lynne Barnhardt - State Farm Insurance Agent

  • 58 N Country Rd Smithtown, NY 11787
  • (631) 265-5030

View Profile

Submit a correction

Know more about this business than we do? Cool! Please submit any corrections or missing details you may have.

Help us make it right

What the community has to say about Wealth Management Solutions, LLC

Information about this business (2)

Since 1995, Wealth Management Solutions, LLC, has been working in the Long Island area helping individuals and businesses with financial management, including: College Planning, Education funding, Retirement and Investment planning, Wealth and Estate Preservation, Risk and Tax management, Long-Term Care, and Conventional, and Reverse Mortgages. Co-Founders and Partners Peter T. Lawrence and...

Serving Hauppauge, NY and outlying areas, Peter Lawrence and associates of Wealth Management Solutions.

Reviews of this business (1)

Share a review

Overall review sentiment

Score
%

Top 3 sentiment words

Overall review sentiment

Score
%

Rating distribution

5 stars
1
4 stars
0
3 stars
0
2 stars
0
1 star
0
No rating
0
See more reputation details

Other reviews from the web (1)

Average Rating
100

I have to say I was nervous about using any financial aid, or college service since the guidance counselors told us they can help. Well afte...

Business description (6) view all

Since 1995, Wealth Management Solutions, LLC, has been working in the Long Island area helping individuals and businesses with financial management, including: College Planning, Education funding, Retirement and Investment planning, Wealth and Estate Preservation, Risk and Tax management, Long-Term Care, and Conventional, and Reverse Mortgages. Co-Founders and Partners Peter T. Lawrence and John Cahill are Certified Financial Planners. Peter is also a Chartered Financial Consultant, Licensed Mortgage Consultant and holds his Series 7, 63, 65 and 24 registrations and several State Insurance licenses. John carries securities registrations as well as State Life and Health insurance licenses.

Townhouses, Property Management of Condominiums, Property Management, Management Company, Management, Long Island, Li Property Management, Hoas, Hoa, Hauppauge, Condominium, Condo, Community, Co-Op, Association, Co-Op and Townhomes and Office Buildings

Wealth Management Solutions, Llc was founded in 2003. Wealth Management Solutions, Llc specializes in Investment Advice. Wealth Management Solutions, Llc has 4 employees and estimated revenues of $330,000.00.

Wealth Management Solutions can be found at Smithtown Byp 111. The following is offered: Investment Services. The entry is present with us since Sep 10, 2010 and was last updated on Nov 14, 2013. In Hauppauge there are 30 other Investment Services. An overview can be found here.

Serving Hauppauge, NY and outlying areas, Peter Lawrence and associates of Wealth Management Solutions, LLC are offering the following services not limited to: Retirement Planning, Risk Management, Investment Planning, Estate Planning and Education Funding.

© 2007-2024 Solfo, Inc. – All rights reserved