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    • Home
    • Our Team
      • Chief Executive Officer
      • Leadership Team
      • Service Ambassador
      • Brokerage Directors
      • Financial Advisors
      • Financial Service Reps
      • Agent Emeritus
    • Advisor Teams
      • Zea Financial
      • Okos Financial Group
      • Peggy Ehrhart
      • Riechert Financial Group
      • Sal Dileo
    • Services
      • Education Planning
      • Estate Planning
      • Business Solutions
      • Special Needs Planning
      • Retirement Planning Cente
    • Careers
      • Career Opportunities
      • Onboarding for New Hires
    • CWP Photos
    • CWP Cares
    • Contact Us
    • Licensing
    • In The News
    • Staff Access
      • CWP Store
      • Calendar
CWP

Signed in as:

filler@godaddy.com

  • Home
  • Our Team
    • Chief Executive Officer
    • Leadership Team
    • Service Ambassador
    • Brokerage Directors
    • Financial Advisors
    • Financial Service Reps
    • Agent Emeritus
  • Advisor Teams
    • Zea Financial
    • Okos Financial Group
    • Peggy Ehrhart
    • Riechert Financial Group
    • Sal Dileo
  • Services
    • Education Planning
    • Estate Planning
    • Business Solutions
    • Special Needs Planning
    • Retirement Planning Cente
  • Careers
    • Career Opportunities
    • Onboarding for New Hires
  • CWP Photos
  • CWP Cares
  • Contact Us
  • Licensing
  • In The News
  • Staff Access
    • CWP Store
    • Calendar

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Our Services

College Planning, Center for Wealth Preservation

Education Planning

Estate Planning, Center for Wealth Preservation

Estate Planning

Insurance, Center for Wealth Preservation

Business Solutions

Planning, Center for Wealth Preservation

Special Needs Planning

Retirement Planning, Center for Wealth Preservation

Retirement Planning

Our Philosophy

We believe that financial planning is about more than just managing money. It's about helping individuals and families achieve their unique financial goals and navigate life's financial challenges with confidence.


Our team of experts bring a wealth of knowledge and expertise to the table, including Business Solutions, Estate, Education, Retirement, Special Needs planning and more! 


At our core, we believe that financial planning should be personalized and tailored to each client's unique needs and goals. We take a holistic approach to planning, looking at all aspects of a client's financial situation to create a comprehensive plan that helps them achieve their objectives. We prioritize building strong relationships with our clients, getting to know them on a personal level, and providing them with the guidance and support they need to navigate life's financial challenges. We believe that open communication and trust are essential to a successful financial planning relationship. We are dedicated to providing our clients with the information they need to make informed decisions about their finances and ensuring that their interests always come first.


financial planning and investment management insurance financial services

Our Customer Relationship Summary

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Suffolk Location 

1393 Veterans Memorial Highway
Suite 307 S
Hauppauge, NY 11788
631-851-5700


Nassau Location

6800 Jericho Turnpike
Suite 202W
Syosset, NY 11791
516-364-4203


Need help? Contact us. 

cwp@financialguide.com


Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111-0001) AND are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory services ARE offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. SIPC.org 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791, 516.364-4203. CRN202604-4189495


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