Liberatore J. Zagame, CFP<sup>&reg;</sup> - Financial Advisor

Liberatore J. Zagame, CFP®

MBA,

17 Ashford Dr
Lake Grove, NY 11755-2839
FINANCIAL ADVISOR'S WEBSITE
(631) 588-1987

General

Liberatore Zagame is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Lake Grove, NY and the surrounding communities.

Financial Advisor Overview

Lee is an independent Certified Financial Planner working primarily with educators and other professionals in their pursuit to establish viable retirement & investment goals. His objective is to establish a personal long-term financial relationship with his clients and assist them in all facets of financial planning.

Lee believes establishing a "person partnership" is very important in the financial planning process; and is essential in helping you to achieve your financial goals. As an avid proponent of diversified portfolios, he looks to "asset allocation theory" to help achieve long-term investment objectives. Lee is also a qualified Income Tax practitioner with over 35 years experience in the field of Tax Planning & Preparation, a natural compliment to Investment Planning.

Registered Representative of/and securities offered through Lincoln Investment, member FINRA/SIPC. Lincoln Investment and its affiliates do not provide information or advice regarding taxes, estate planning, mortgages or legal concerns

Diversification does not assure a profit or protect against market loss.

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Financial Advisor Experience

Prior to achieving his CFP designation and setting up his own practice, Lee was a First Vice President with Shearson Lehman Bros., managing their Foreign Currency Operations. He is also a retired Major in the US Army. With an MBA in Finance & Investments, a Series 7 Securities License and other financial credentials, he brings to you a wealth of knowledge and experience in the area of financial planning services.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources