Financial Planners

Dave Halstead AXA Advisors, LLC
Work 1000 Woodbury Road Suite 300 Woodbury, NY 11797 Work Phone: (631) 385-5331 Work Fax: (516) 488-1081
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Jeffrey Kaplan CFP®, CRPC® Investment Management Consultant, Financial Advisor, Financial Planning Specialist, NMLS# 1290704 Morgan Stanley
Work Two Jericho Plaza Jericho, NY 11753 Work Phone: 516-336-0854 Work Fax: 631-237-3401
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Bruce Wernick MassMutual/Metro New York
Work 1 Penn Plaza Suite 2035 New York, NY 10119 Work Phone: (646) 271-2969
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