Joseph R. Brida,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph R. Brida, CFP®

President

Wealth Conservation Group, Inc.

10 Audubon Gate
Miller Place, NY 11764
FINANCIAL ADVISOR'S WEBSITE
(631) 391-2915

General

Joseph Brida is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Conservation Group, Inc. in Miller Place, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

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

Insurance Licenses

  • Life insurance: CT,FL,GA,IL,MD,NJ,NY,PA,VA,WV
  • Health/disability insurance: CT,FL,GA,IL,MD,NJ,NY,PA,VA,WV
  • Fixed annuities: CT,FL,GA,IL,NJ,NY,PA,VA,WV
  • Variable annuities: CT,FL,GA,IL,NJ,NY,PA,VA,WV

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs

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