Susan Silverman Quigley, CFP^®

Avantax

8 Yale St
Garden City, NY 11530

FINANCIAL ADVISOR'S WEBSITE

www.squigleyfinancial.com

(516) 354-3334 CONNECT WITH Susan

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

I work with clients however it works for them. Some clients just need a one-time plan to solve a problem, others want ongoing support and advice. I do either by Plan or asset based.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

website

General

Susan Quigley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Avantax in Garden City, NY and the surrounding communities.

Financial Advisor Overview

I believe everyone can benefit from having a financial plan in place, whether you are in debt or trying to figure out how much you need to retire, or how to deal with several different concerns at once. Having a Plan gives you a great feeling of knowing where you are, where you are going and how to get there!

Financial Advisor Experience

I have been in private practice for almost 20 years after having been a broker for high net worth clients at a major bank; I work with clients of all income and wealth levels. My goal is to give you a high level of personal service while helping you reach your goals and concerns.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - ser 7 and 63 stockbroker, insurance licensed

Insurance Licenses

Life insurance: NY NJ
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Registered representative offering securities through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisor securities/products offered thru American Portfolios Advisors, Inc an SEC registered investment advisor. Mortgages offered thru Mortgage Advantage, Inc. which is not affiliated in any way with American Portfolios, or American Portfolios Advisors. NMLS #414709

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

I work with clients however it works for them. Some clients just need a one-time plan to solve a problem, others want ongoing support and advice. I do either by Plan or asset based.