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

John Marchisotta, Jr. CFP®

ChFC, AIFA

Managing Partner

Procyon Partners

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 Procyon Partners 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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