Joan E. Zaleski,  CFP<sup>&reg;</sup> - Financial Advisor

Joan E. Zaleski, CFP®

PO Box 1649
Westhampton Bch, NY 11978
(631) 288-5754

General

Joan Zaleski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Westhampton Bch, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Special Needs, Personal Taxes, Women's Finances

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