Fiduciary advisors in Mineola, NY

Mineola, New York

Demetrios Paraskevopoulos is a CFP® based in Mineola, New York, who provides wealth management and retirement planning services. His firm employs a three-step process—reviewing client goals and risk tolerance, analyzing strategies tailored to each investor's profile, and implementing and monitoring plans through market changes and life transitions. The practice works with clients across different experience levels and emphasizes long-term relationships built on open communication and proactive strategy development.

Mineola, New York

Goydas Capital Investment Management is an investment advisory firm in Mineola, New York. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.

Mineola, New York

Neil Lauro is a financial advisor with over 30 years of industry experience, holding Series 7, 63, and 24 registrations with LPL Financial, along with life and health insurance licenses. He offers investment management, retirement income planning, family financial guidance, wealth preservation strategies, and business retirement plan services. His approach centers on understanding each client's growth and income needs, risk tolerance, and tax situation before determining appropriate asset allocation. Based in Mineola, New York, he works with investors across various backgrounds and life stages.