Mark A. Badami,  CFP<sup>&reg;</sup> - Financial Advisor

Mark A. Badami, CFP®

Sales Manager (CDS)

2929 Expressway Dr N., Suite 200
Hauppauge, NY 11749
(516) 364-4203

General

Mark Badami is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Hauppauge, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources