Wealth Management Solutions, LLC
Contact
- Address
- 700 Veterans Memorial Highway, Suite 302, Hauppauge, New York, 11788
- Phone
- (631) 382-5012
- Website
- wms-group.net
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 09:00am – 04:00pm |
| Tuesday | 09:00am – 04:00pm |
| Wednesday | 09:00am – 04:00pm |
| Thursday | 09:00am – 04:00pm |
| Friday | 09:00am – 04:00pm |
| Saturday | Closed |
Description
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.