Susan Silverman Quigley, CFP<sup>&reg;</sup> - Financial Advisor

Susan Silverman Quigley, CFP®

American Portfolios Financial Services

8 Yale St
Garden City, NY 11530
FINANCIAL ADVISOR'S WEBSITE
(516) 354-3334 CONNECT WITH Susan
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General

Susan Quigley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at American Portfolios Financial Services in Garden City, NY and the surrounding communities.

Financial Advisor Overview

I believe everyone can benefit from having a financial plan in place, whether you are in debt or trying to figure out how much you need to retire, or how to deal with several different concerns at once.  Having a Plan gives you a great feeling of knowing where you are, where you are going and how to get there!

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Financial Advisor Experience

I have been in private practice for almost 20 years after having been a broker for high net worth clients at a major bank; I work with clients of all income and wealth levels. My goal is to give you a high level of personal service while helping you reach your goals and concerns.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ser 7 and 63 stockbroker, insurance licensed

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Registered representative offering securities through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisor securities/products offered thru American Portfolios Advisors, Inc an SEC registered investment advisor. Mortgages offered thru Mortgage Advantage, Inc. which is not affiliated in any way with American Portfolios, or American Portfolios Advisors. NMLS #414709

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources