John  Marchisotta, Jr. CFP<sup>&reg;</sup> - Financial Advisor

John Marchisotta, Jr. CFP®

ChFC, AIFA

Managing Partner

Pivotal Planning Group, LLC

534 Broadhollow Rd, Ste 300
Melville, NY 11747
FINANCIAL ADVISOR'S WEBSITE
(516) 333-6565

General

John Marchisotta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pivotal Planning Group, LLC in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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