William E. Bulmer,  CFP<sup>&reg;</sup> - Financial Advisor

William E. Bulmer, CFP®

President

6 Cabriolet Ln
Melville, NY 11747
FINANCIAL ADVISOR'S WEBSITE
(800) 895-6076
(631) 367-0196

General

William Bulmer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Long-term Care

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