Judith Kalb Beckman,  CFP<sup>&reg;</sup> - Financial Advisor

Judith Kalb Beckman, CFP®

Principal

Financial Solutions

2084 Beverly Way
Merrick, NY 11566
(516) 868-9004

General

Judith Beckman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Solutions in Merrick, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources