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

Judith Kalb Beckman, CFP®

Principal 188.68 Miles

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

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • 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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