portrait of Scott R Posner
FINANCIAL ADVISOR

Scott R Posner

CFP®, AAMS™, CRPC™
542 North Country Rd Suite A, St James, NY 11780opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Cycling
  • History and Museums
  • Skiing
  • Volunteering
  • Active Lifestyle

Team Members

  • Caroline Curry
    Sr. Branch Office Administrator

Send Me a Message

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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 - 05:00PM
Sat Closed
Sun Closed

Phone

(631) 862-2020

Fax

(888) 240-3271

Office Address

542 North Country Rd Suite A
St James, NY 11780opens in a new window

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