Ross F. Mongiardo,CFP

CONNECT

Address:

1305 Franklin Avenue
Suite 208
Garden City, NY 11530

Phone:

(516)739-1809

Fax/Other:

(516)739-1854

Our Firm

Ross F. Mongiardo is a Certified Financial Planner practitioner based in Garden City, New York. He is president of a comprehensive financial services firm specializing in serving the needs of business owners and professionals. After many years in the corporate environment, Ross transitioned into the securities industry in 1990. Ross graduated from Temple University with Bachelors and Masters degrees in Business Administration. Ross has earned the Chartered Financial Consultant and Chartered Life Underwriter diplomas and professional designations from the American College and the Certified Financial Planner designation from the Certified Financial Planning Board of Standards. Ross also resides Garden City. Active in his community, Ross is a Past President of the Garden City Chamber of Commerce and is a Past President of the Garden City Chamber of Commerce Foundation.

OUR PHILOSOPHY: To provide professional financial guidance and create a lifelong relationship built on trust.

OUR OBJECTIVE: To help our clients manage risks associated with taxes, inflation, market fluctuation, and varying economic conditions.

OUR STRATEGY: Allocate assets and recommend products based on an understanding of our clients' objectives, priorities, and risk tolerance.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck