Julie A. Deliso-Pollicino

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Julie A. Deliso-Pollicino, CFP®
Financial Advisor

Center for Wealth Preservation, LLC
2929 Expressway Drive North, Suite 200
Hauppauge, NY 11749

Phone: 631-851-5712
Fax: 631-851-5903
Email: jdeliso@financialguide.com


BUSINESS PHILOSOPHY

Julie’s team helps today’s modern family achieve their goals through disciplined investment and risk management techniques. With their broad array of investment and protection products, from industry leading financial companies, they provide the solution for any situation their clients present. The holistic approach they take as Certified Financial Planners, with 38 years of experience, spanning many market cycles and tax law changes, leaves them uniquely positioned to assist families in meeting their goals in any environment.

 

THE PARADIGM SHIFT                        

The paradigm shift occurring now is taking us beyond the concept of saving and accumulating enough money. It’s requiring people to become more responsible with how they handle that pool of money and answering the question: “How do we use the money we’ve saved to make it an income that lasts a lifetime?”

 

ADDITIONAL INFORMATION

As a resident of Huntington, Julie enjoys her down time with her husband Danny, their daughter Jolina and their two dogs Zoey and Oliver.

 

I am licensed to sell Insurance Products in the following jurisdictions: CT, DE, FL, NC, NJ, NY, SC
I am licensed to sell Securities Products in the following jurisdictions: CA, CT, FL, DE, NC, NJ, NY, PA, SC, WA

 

Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates * Springfield MA 01111-0001 Registered Representative of and securities products, investment advisory and financial planning services offered through MML Investors Services, Inc. a MassMutual subsidiary * Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY  11791 (516) 364-4203. Center for Wealth Preservation, Gary Ranftle, General Agent.

 

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Center for Wealth Preservation - Suffolk

Satellite Office

2929 Expressway Drive North Suite 200
Hauppauge, NY 11749

CRN202206-265825