Professional Wealth Associates Employee Directory
Financial ServicesNew York, United States2-10 Employees
Professional Wealth Associates is a financial services firm established in 2002 that provides comprehensive financial planning and related services for individuals, families, businesses, and institutions. Based in Melville, New York, the company offers a broad range of planning, investment management, insurance and annuity planning, retirement and pension strategies, education savings, estate and elder care planning, as well as company-sponsored and executive benefit programs. Its client base includes both long-standing and newer clients, with a focus on helping clients make sound decisions to pursue their financial goals and objectives. The firm operates as a full-service practice, emphasizing tailored guidance and ongoing attention to each client’s situation in order to address diverse needs across personal and organizational finances.
1-888-653-2347 
support@leadiq.com 
