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Wealth Management Solutions, LLC

2 reviews

+1 (631) 382-5012

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Maxim Staffing Solutions

700 Veterans Memorial Hwy Ste 302

Hauppauge, NY 11788

+1 (631) 382-5012

http://www.wms-group.net

Since 1995, Wealth Management Solutions, LLC, has been working in the Long Island area helping individuals and businesses with financial management, including: College Planning, Education funding, Retirement and Investment planning, Wealth and Estate Preservation, Risk and Tax management, Long-Term Care, and Conventional, and Reverse Mortgages. Co-Founders and Partners Peter T. Lawrence and John Cahill are Certified Financial Planners. Peter is also a Chartered Financial Consultant, Licensed Mortgage Consultant and holds his Series 7, 63, 65 and 24 registrations and several State Insurance licenses. John carries securities registrations as well as State Life and Health insurance licenses.

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Reviews

Joseph P.

4/7/2020

I have been using Peter T. Lawrence since 2012. I have used him for financial aid application, filing and consultation for my 3 sons. He has far exceeded my expectations and I have highly...

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Reese M.

5/28/2019

I am honored to be the first "almost client" of Peter Lawrence and wealth management. I called a few weeks ago and spoke at length with him explaining that I was referred by a former client of...

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United States›New York›Hauppauge›Wealth Management Solutions, LLC

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