Ross F. Mongiardo,  CFP<sup>&reg;</sup> - Financial Advisor

Ross F. Mongiardo, CFP®

1305 Franklin Ave, Ste 208
Garden City, NY 11530
FINANCIAL ADVISOR'S WEBSITE
(516) 739-1809

General

Ross Mongiardo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Garden City, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Insurance Licenses

  • Life insurance: NY,CT
  • Health/disability insurance: NY,CT
  • Fixed annuities: NY,CT
  • Variable annuities: NY,CT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources