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FDM Wealth Management
Smithtown, Suffolk

Financing specialist
 : 
FDM Wealth Management

Smithtown, Suffolk

Prices

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About FDM Wealth Management
Professional experience
FDM Wealth Management: FDM Wealth Management is an independent advisory firm based in Smithtown, New York. With a focus on the high net worth and affluent client space, FDM Wealth Management is committed to providing personalized and comprehensive wealth management services. As an independent firm, FDM Wealth Management is dedicated to devoting more attention and resources to its clients. By working closely with clients, FDM Wealth Management understands their unique financial goals and tailors strategies to help them achieve these objectives. Joseph Bonanno - Wealth Consultant: Joseph Bonanno is a dedicated Wealth Consultant at FDM Wealth Management. With a deep understanding of the intricacies of the financial industry, Joseph assists clients in creating and maintaining strategic plans to build and protect wealth over the long term. At FDM Wealth Management, Joseph Bonanno strives to provide exceptional guidance and support to clients. By leveraging his expertise and knowledge, Joseph helps clients navigate the complexities of wealth management, offering tailored advice that aligns with their individual financial goals. Financial Advising Services: At FDM Wealth Management, we offer a wide range of financial advising services to cater to the diverse needs of our clients. From retirement planning to investment management, our team of experienced advisors is committed to helping clients make informed decisions that align with their unique circumstances and aspirations. Retirement Planning: Planning for retirement is a crucial aspect of wealth management. At FDM Wealth Management, we understand the importance of preparing for the future and offer comprehensive retirement planning services. Our advisors work closely with clients to create customized retirement strategies that aim to maximize savings and optimize income during their golden years. Fee-only Financial Planner: As a fee-only financial planner, FDM Wealth Management is dedicated to providing transparent and objective advice. We prioritize our clients' best interests and avoid conflicts of interest by operating on a fee-only basis. This means that our clients can have peace of mind knowing that the advice they receive is unbiased and solely focused on their financial well-being. Contact us: Located at 325 East Jericho Turnpike, Ste 2, Smithtown, NY 11787, FDM Wealth Management is ready to assist you with your wealth management needs. To learn more about our services or schedule a consultation, please call (*information hidden*. Trust in FDM Wealth Management to guide you towards financial success. We are committed to helping you achieve peace of mind and confidence in your financial journey.

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Location

Smithtown, Suffolk (11787)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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