Kelly Derer, Financial Advisor

FINANCIAL ADVISOR
Kelly S Derer

CFP®
242 West Park Avenue, Long Beach, NY 11561opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Sustainable investing
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Team Members

  • Keira Radin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(516) 889-4623

Fax

(888) 491-6951

Office Address

242 West Park Avenue
Long Beach, NY 11561opens in a new window

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