Delivering insightful advice Building on a foundation of trust

Gerald F. Demeo

Senior Vice President - Wealth Management
Senior Portfolio Manager

phone

631-420-6474





address

58 South Service Road
Suite 310
Melville, NY 11747



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

 
 

 

 

 

 
 

 

 

 

Art Cashin on the markets

Top of the Morning daily podcasts