Center for Wealth Preservation, LLC

Main Office

6800 Jericho Turnpike, Suite 202W
Syosset, NY 11791

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See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Gary Ranftle

Managing Partner / General Agent

Greg Blum

Managing Partner; General Agent

Featured Financial Professionals

  1. Gary Ranftle

    Center for Wealth Preservation, LLC

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  2. Greg Blum

    Center for Wealth Preservation, LLC

    Focus:

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

    Languages:

    • English

Our Financial Professionals

  1. Sandy M. Azzolino

    CLU®

    Center for Wealth Preservation, LLC

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
    • Jeff Berlent

      Center for Wealth Preservation, LLC

      Focus:

      • Insurance Strategies
      • Business Owners

      Languages:

      • English
      • Robin Proper Braver

        Center for Wealth Preservation, LLC

        Focus:

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

        Languages:

        • English
        • Dominick Caccippio

          Center for Wealth Preservation, LLC

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Retirement Strategies
          • Business Owners

          Languages:

          • English
          • Nick Caporaso

            LUTCF®, AWMA®, RFC®, CFBS

            Center for Wealth Preservation, LLC

            Focus:

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

            Languages:

            • English
          • Pierre Casseus

            Center for Wealth Preservation, LLC

            Focus:

            • Insurance Strategies

            Languages:

            • English
            • Charles T. Ciravolo

              LUTCF®, CLTC®

              Center for Wealth Preservation, LLC

              Focus:

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

              Languages:

              • English
              • Michael Cody

                Center for Wealth Preservation, LLC

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • John A. Diaz, III

                  Center for Wealth Preservation, LLC

                  Focus:

                  • Insurance Strategies

                  Languages:

                  • English
                  • David Eisner

                    Center for Wealth Preservation, LLC

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Marco V. Landeta, Jr

                      Center for Wealth Preservation, LLC

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Chad Lewis

                        Center for Wealth Preservation, LLC

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Charles McCann

                          Center for Wealth Preservation, LLC

                          Focus:

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

                          Languages:

                          • English
                          • Ryan P. McColgan

                            Center for Wealth Preservation, LLC

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Financial Education
                            • Investment Strategies
                            • Show More

                            Languages:

                            • English
                            • Edgar X. Montenegro

                              MBA, CLTC®, CFBS

                              Center for Wealth Preservation, LLC

                              Focus:

                              • Insurance Strategies
                              • Business Owners
                              • Investment Strategies

                              Languages:

                              • English, Spanish
                              • Shane Parouse

                                ChFC®, CFBS

                                Center for Wealth Preservation, LLC

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Matthew Rizzo

                                  MBA

                                  Center for Wealth Preservation, LLC

                                  Focus:

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

                                  Languages:

                                  • English
                                  • Fred Santangelo

                                    Center for Wealth Preservation, LLC

                                    Focus:

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

                                    Languages:

                                    • English
                                    • Kai M. Stanton

                                      LUTCF®, CLTC®, FSCP®

                                      Center for Wealth Preservation, LLC

                                      Focus:

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

                                      Languages:

                                      • English
                                    • Liam Teller

                                      Center for Wealth Preservation, LLC

                                      Focus:

                                      • Insurance Strategies
                                      • Student Loan Refinancing
                                      • Group Benefits

                                      Languages:

                                      • English
                                      • Salvatore Tringali

                                        Center for Wealth Preservation, LLC

                                        Focus:

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

                                        Languages:

                                        • English
                                        • Robert Tudda

                                          MBA

                                          Center for Wealth Preservation, LLC

                                          Focus:

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

                                          Languages:

                                          • English
                                          • Mitch Weisbrot

                                            CLU®, ChSNC™

                                            Center for Wealth Preservation, LLC

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Matthew Wilkow

                                              Center for Wealth Preservation, LLC

                                              Focus:

                                              • Insurance Strategies
                                              • Student Loan Refinancing
                                              • Business Owners
                                              • Special Care
                                              • Show More

                                              Languages:

                                              • English
                                              • Natalia Zimnoch

                                                Center for Wealth Preservation, LLC

                                                Focus:

                                                • Business Owners
                                                • Insurance Strategies
                                                • LGBTQ
                                                • Investment Strategies

                                                Languages:

                                                • English, Polish
                                                CRN202109-253382