Susan Galati, CFP®, ChFC, CLU
Susan Galati began her career with this organization in 1985. She focuses on comprehensive financial planning and tax saving techniques with more emphasis on pension and retirement plan design, college financial aid funding & planning and in estate planning*. She holds a BS Degree in Finance and advanced certifications as a Chartered Life Underwriter and a Chartered Financial Consultant from The American College. Susan is active in her local communities of Oceanside and Rockville Centre, NY. *Funded through the use of life insurance and other financial products
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.