portrait of Shelly M Newman
FINANCIAL ADVISOR

Shelly M Newman

CFP®, ChFC®, CLU®, AAMS™, CRPC™
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Fax

(888) 461-8937

Branch Team

  • Debbie VanderWaag
    Sr. Branch Office Administrator

Office Address

2193 Jericho Turnpike
Commack, NY 11725opens in a new window

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