Pursue what matters most Confidence for today, tomorrow and generations to come
Jonathan Guzman, CFP®, CIMA®, CPWA®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
516-745-1881
877-359-5134
One Jericho Plaza
Suite 205
Jericho, NY 11753
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
My perspectives
Insights