Company

North Ridge Wealth Planning

Investment Management 1895 Walt Whitman Road 22 employees

Employees: 22
Contacts: 3
Emails: 3
Phones: 2

www.northridgewealth.com LinkedIn

North Ridge Wealth Planning Overview

Headquarters: 1895 Walt Whitman Road
Website: www.northridgewealth.com
Industry: Investment Management
Employees: 22
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Retirement Planning Insurance Planning Investment Planning Retirement Plans for Businesses Tax & Estate Planning College Education Planning

About North Ridge Wealth Planning

For over 30 years North Ridge has been a leader in the financial services industry, serving our family of financial advisors and their thousands of clients nationwide. With our vast experience and the highest quality independent financial advisors, the team of dedicated professionals at North Ridge are committed to providing best-in-class financial advice, service and planning for all stages of life. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

North Ridge Wealth Planning Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

North Ridge Wealth Planning Org Chart

Sample employees and titles

Name	Title	Location	Contact
Danielle Kenney	Executive Assistant at North Ridge Wealth Planning Llc	Bellmore, New York, United States	View
Samuel D. Moss Mba	Retirement Plan Advisor at Cetera Advisor Networks Llc	East Meadow, New York, United States	Email
Joann Semeraro	Certified Financial Planner at North Ridge Wealth Planning Llc	Melville, New York, United States	Email Phone
Jeffrey C. Lewis, Cfp, Chfc, Chsnc, Clu, Ricp, Lutcf, Rhu	Advising Singles, Separated, Survivors, Divorced & Co-habitants on Financial Planning and Portfolio Strategies as a Fee Based Fiduciary.	Melville, New York, United States	Email Phone