Joann Semeraro Email and Phone Number
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Joann Semeraro personal email
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My experience expands over many decades in both the Financial and Banking industries, with the last 23 in private practice.I have been a Certified Financial Planner since September 1986, who specializes in working with retirees and pre-retirees to help insure a safe and secure retirement. Areas of concentration include wealth preservation, setting up properly structured IRA's (including pension, 401K, and Deferred Compensation rollovers), estate planning, and various tax planning strategies. I also provide New York State Partnership Long Term Care Insurance as a Certified Agent, along with all other Life, Annuity, and Long Term Care products to help my clients protect their assets and keep their independence.Specialties: Tax Advantaged Investments, Pre and Post Retirement Planning, Estate Planning, Investment and Asset Management, Elder Care and Long Term Planning, Life and Disability Insurance, College Education Planning/Tax Free 529 Plans, Cash Management & Budgeting, Stock and Bond Brokerage, Employment Benefits and Qualified Retirement Planning for Businesses, and Charitable Planning.
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Certified Financial PlannerNorth Ridge Wealth Planning LlcMelville, Ny, Us
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Certified Financial PlannerNorth Ridge Wealth Planning Llc Feb 2019 - Present1895 Walt Whitman Road, Suite 6, Melville Ny 11747Independent Certified Financial Planner at North Ridge Wealth Planning a Comprehensive Financial Planning Firm. Specializing in the following:Pre and Post Retirement PlanningTax PlanningEstate PlanningInvestment AnalysisAsset ManagementSecurities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC a broker/dealer and a registered Investment Adviser. Cetera is under separate ownership from any other named entity. -
Independent Certified Financial PlannerNorth Shore Capital Management May 1997 - Feb 2019Pre and Post Retirement PlanningTax PlanningEstate Planning Investment AnalysisAsset ManagementFixed AnnuitiesLong Term Care InsuranceVariable AnnuitiesLife InsuranceCertified NY State Partnership Long Term Care Insurance Provider
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Senior Financial AdviserThe Chase Manhattan Bank Oct 1990 - May 1997 -
CfpAmerican Express Ids 1989 - 1990Financial Planning
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Assistant ManagerCitibank 1978 - 1989Various positions, starting in Bank Cards Customer Service; Financial Analyst in Upper Manhattan Region of Retail Banking; Service Officer for Private Banking.
Joann Semeraro Skills
Joann Semeraro Education Details
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Finance
Frequently Asked Questions about Joann Semeraro
What company does Joann Semeraro work for?
Joann Semeraro works for North Ridge Wealth Planning Llc
What is Joann Semeraro's role at the current company?
Joann Semeraro's current role is Certified Financial Planner.
What is Joann Semeraro's email address?
Joann Semeraro's email address is js****@****lth.com
What is Joann Semeraro's direct phone number?
Joann Semeraro's direct phone number is +163142*****
What schools did Joann Semeraro attend?
Joann Semeraro attended Hofstra University, Adelphi University.
What skills is Joann Semeraro known for?
Joann Semeraro has skills like Retirement Planning, Investments, Mutual Funds, Retirement, Estate Planning, Financial Planning, Fixed Annuities, Life Insurance, Long Term Care, Retirement And Pre Retirement Planning.
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