Katherine M. Connors,  CFP<sup>&reg;</sup> - Financial Advisor

Katherine M. Connors, CFP®

AVZ Wealth Management, LLC

36 Wingam Drive
Islip, NY 11751
FINANCIAL ADVISOR'S WEBSITE
(516) 982-1352

General

Katherine Connors is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AVZ Wealth Management, LLC in Islip, NY and the surrounding communities.

Financial Advisor Overview

AVZ Wealth Management, LLC seeks to provide financial peace of mind for our clients through a tax advantaged approach to wealth creation, preservation and distribution.   We offer professional and objective advice and customized financial solutions for our clients.



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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Disclaimer

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources