Center for Wealth Preservation - Suffolk

Satellite Office

2929 Expressway Drive North, Suite 200
Hauppauge, NY 11749

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    MAIN OFFICE


    Our Financial Professionals

    1. Randy Altavilla

      CLU®, ChFC®, MSM, MSFS, AEP®, RICP®

      Center for Wealth Preservation - Suffolk

      Focus:

      • Insurance Strategies
      • Business Owners
      • Retirement Strategies
      • Estate Planning
      • Show More

      Languages:

      • English
      • Mark Badami

        CFP®, CLTC®

        Center for Wealth Preservation - Suffolk

        Focus:

        • Insurance Strategies
        • Business Owners
        • LGBTQ
        • Investment Strategies
        • Show More

        Languages:

        • English
        • Michael Baptista

          Center for Wealth Preservation - Suffolk

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Kenneth "Ken" Baron

            CFA®, CFP®, RICP®

            Center for Wealth Preservation - Suffolk

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Retirement Income Planning
            • Show More

            Languages:

            • English
            • Fred Benckwit

              Center for Wealth Preservation - Suffolk

              Focus:

              • Insurance Strategies
              • Retirement Income Planning
              • Retirement Strategies
              • College Funding Strategies
              • Show More

              Languages:

              • English
              • Wallace "Wally" Boorum

                LUTCF®

                Center for Wealth Preservation - Suffolk

                Focus:

                • Insurance Strategies
                • Investment Strategies
                • Business Owners
                • Group Benefits
                • Show More

                Languages:

                • English
                • Ellen Bugansky

                  Center for Wealth Preservation - Suffolk

                  Focus:

                  • Insurance Strategies
                  • LGBTQ
                  • Investment Strategies
                  • Retirement Income Planning
                  • Show More

                  Languages:

                  • English
                  • Robert N. Capra

                    CFP®

                    Center for Wealth Preservation - Suffolk

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • Financial Education
                    • Show More

                    Languages:

                    • English
                    • Allison Casey

                      Center for Wealth Preservation - Suffolk

                      Focus:

                      • Insurance Strategies
                      • Business Owners
                      • Financial Education

                      Languages:

                      • English
                      • Richard W. Catucci

                        Center for Wealth Preservation - Suffolk

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Robert Chartuk

                          Center for Wealth Preservation - Suffolk

                          Focus:

                          • Insurance Strategies
                          • Student Loan Refinancing
                          • Investment Strategies
                          • Business Owners
                          • Show More

                          Languages:

                          • English
                          • Antonio Cunha

                            Center for Wealth Preservation - Suffolk

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Investment Strategies
                            • Retirement Income Planning
                            • Show More

                            Languages:

                            • English, Portuguese, Spanish
                            • Domenick D'Ercole

                              Center for Wealth Preservation - Suffolk

                              Focus:

                              • Insurance Strategies
                              • LGBTQ
                              • Business Owners
                              • Retirement Income Planning
                              • Show More

                              Languages:

                              • English
                              • James R. De Gaetano

                                RFC®

                                Center for Wealth Preservation - Suffolk

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners
                                • Business Succession Planning
                                • Show More

                                Languages:

                                • English
                                • Julie A. Deliso-Pollicino

                                  CFP®

                                  Center for Wealth Preservation - Suffolk

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • James E. Delahanty

                                    CLU®

                                    Center for Wealth Preservation - Suffolk

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Dennis R. Delaney

                                      Center for Wealth Preservation - Suffolk

                                      Focus:

                                      • Insurance Strategies
                                      • Business Owners
                                      • Estate Planning
                                      • College Funding Strategies
                                      • Show More

                                      Languages:

                                      • English
                                    • Margaret Ehrhart

                                      Center for Wealth Preservation - Suffolk

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies

                                      Languages:

                                      • English
                                      • Michael Eisner

                                        Center for Wealth Preservation - Suffolk

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Christopher Fiorello

                                          FSCP®, CLTC®, LUTCF®

                                          Center for Wealth Preservation - Suffolk

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Brian J. Flores

                                            Center for Wealth Preservation - Suffolk

                                            Focus:

                                            • Insurance Strategies
                                            • Business Owners
                                            • Business Succession Planning
                                            • Retirement Income Planning
                                            • Show More

                                            Languages:

                                            • English, Spanish
                                            • Eric Flowers

                                              Center for Wealth Preservation - Suffolk

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies
                                              • Business Owners
                                              • Retirement Income Planning
                                              • Show More

                                              Languages:

                                              • English
                                              • Antonios Franks

                                                CFS®, RICP®

                                                Center for Wealth Preservation - Suffolk

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • Robert J. Freilicher

                                                  CLTC®, LUTCF®

                                                  Center for Wealth Preservation - Suffolk

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies
                                                  • Retirement Income Planning
                                                  • Business Owners
                                                  • Show More

                                                  Languages:

                                                  • English
                                                  • Jeffrey Friedland

                                                    Center for Wealth Preservation - Suffolk

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Business Owners
                                                    • Group Benefits
                                                    • Risk Management Strategies
                                                    • Show More

                                                    Languages:

                                                    • English
                                                    • Stephen E. Funk, Jr

                                                      Center for Wealth Preservation - Suffolk

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Business Owners
                                                      • Financial Education

                                                      Languages:

                                                      • English
                                                    • Sigrid Goltz

                                                      Center for Wealth Preservation - Suffolk

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Tomislav "Tom" Govorcin

                                                        LUTCF®

                                                        Center for Wealth Preservation - Suffolk

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Business Owners
                                                        • Investment Strategies
                                                        • Group Benefits
                                                        • Show More

                                                        Languages:

                                                        • English
                                                        • Thomas J. Guarino

                                                          CLU®

                                                          Center for Wealth Preservation - Suffolk

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Business Owners
                                                          • Investment Strategies
                                                          • Retirement Income Planning
                                                          • Show More

                                                          Languages:

                                                          • English
                                                          • Marc Hiatrides

                                                            CLU®, RHU®

                                                            Center for Wealth Preservation - Suffolk

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies

                                                            Languages:

                                                            • English
                                                            • Carl Kravitz

                                                              Center for Wealth Preservation - Suffolk

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Joseph M. Minieri

                                                                MBA, LUTCF®

                                                                Center for Wealth Preservation - Suffolk

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies
                                                                • Business Owners

                                                                Languages:

                                                                • English
                                                                • Tim Mirocco

                                                                  Center for Wealth Preservation - Suffolk

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Business Owners
                                                                  • Risk Management Strategies
                                                                  • Investment Strategies
                                                                  • Show More

                                                                  Languages:

                                                                  • English
                                                                • James Murphy

                                                                  Center for Wealth Preservation - Suffolk

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies
                                                                  • Business Owners
                                                                  • Retirement Income Planning
                                                                  • Show More

                                                                  Languages:

                                                                  • English
                                                                  • George Orefici

                                                                    CFP®, CLTC®, CEPA

                                                                    Center for Wealth Preservation - Suffolk

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Carlos Pagan

                                                                      Center for Wealth Preservation - Suffolk

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Business Owners
                                                                      • Retirement Income Planning
                                                                      • Estate Planning
                                                                      • Show More

                                                                      Languages:

                                                                      • English, Spanish
                                                                      • Miguel Pagan

                                                                        LUTCF®

                                                                        Center for Wealth Preservation - Suffolk

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies
                                                                        • Business Owners
                                                                        • Retirement Income Planning
                                                                        • Show More

                                                                        Languages:

                                                                        • English, Spanish
                                                                        • Mark Raffa

                                                                          Center for Wealth Preservation - Suffolk

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies

                                                                          Languages:

                                                                          • English
                                                                          • Joseph P. Ragozzino

                                                                            Center for Wealth Preservation - Suffolk

                                                                            Focus:

                                                                            • Insurance Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Gavin D. Reese

                                                                              Center for Wealth Preservation - Suffolk

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Student Loan Refinancing
                                                                              • Business Owners
                                                                              • Retirement Income Planning
                                                                              • Show More

                                                                              Languages:

                                                                              • English
                                                                              • Craig Renard

                                                                                Center for Wealth Preservation - Suffolk

                                                                                Focus:

                                                                                • Insurance Strategies
                                                                                • Business Owners

                                                                                Languages:

                                                                                • English
                                                                                • Jordan Renert

                                                                                  Center for Wealth Preservation - Suffolk

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies
                                                                                  • Business Owners
                                                                                  • Retirement Income Planning
                                                                                  • Show More

                                                                                  Languages:

                                                                                  • English
                                                                                  • Connor J. Ryan

                                                                                    Center for Wealth Preservation - Suffolk

                                                                                    Focus:

                                                                                    • Insurance Strategies
                                                                                    • Business Owners
                                                                                    • Business Succession Planning
                                                                                    • Retirement Income Planning
                                                                                    • Show More

                                                                                    Languages:

                                                                                    • English
                                                                                  • Robert "Rob" Sturges

                                                                                    LUTCF®, CLTC®

                                                                                    Center for Wealth Preservation - Suffolk

                                                                                    Focus:

                                                                                    • Insurance Strategies
                                                                                    • Business Owners
                                                                                    • Investment Strategies
                                                                                    • Retirement Income Planning
                                                                                    • Show More

                                                                                    Languages:

                                                                                    • English
                                                                                    • Christopher "Chris" Vargas

                                                                                      LUTCF®

                                                                                      Center for Wealth Preservation - Suffolk

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Investment Strategies
                                                                                      • Business Owners
                                                                                      • Retirement Income Planning
                                                                                      • Show More

                                                                                      Languages:

                                                                                      • English
                                                                                    • Herbert "Tom" Wolf

                                                                                      LUTCF®, MBA

                                                                                      Center for Wealth Preservation - Suffolk

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Business Owners
                                                                                      • Investment Strategies
                                                                                      • Retirement Income Planning
                                                                                      • Show More

                                                                                      Languages:

                                                                                      • English
                                                                                      • John M. Yerkes

                                                                                        CFP®, CASL®, ChFC®

                                                                                        Center for Wealth Preservation - Suffolk

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Investment Strategies

                                                                                        Languages:

                                                                                        • English
                                                                                        • Rory J. Zipper

                                                                                          Center for Wealth Preservation - Suffolk

                                                                                          Focus:

                                                                                          • Insurance Strategies
                                                                                          • Business Owners
                                                                                          • Investment Strategies

                                                                                          Languages:

                                                                                          • English
                                                                                        CRN202109-253382