Vince Perrotta, Financial Advisor located in Lindenhurst, NY

Financial Advisor
Vince Perrotta

MBA, CFP®, CEPA®, AAMS®, CRPC™, AWMA®
183 S Wellwood Ave, Lindenhurst, NY 11757opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Business Retirement Plans
  • Healthcare Professionals
  • Corporate Executives

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Fishing
  • Pickleball
  • History and Museums
  • Cooking

Team Members

  • Amanda Dolan
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(631) 957-2317

Fax

(877) 342-6625

Office Address

183 S Wellwood Ave
Lindenhurst, NY 11757opens in a new window

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