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Megan Muccio’s Tax Update: 5 Things to do Before Year-End

by Megan Muccio | Dec 15, 2021 | Financial Planning, Newsletters, Tax Updates, Taxes, Uncategorized

It’s never too late to take a final look at your finances and make sure you are in good shape going into the new year. Below are 5 year-end actions to consider as 2021 comes to an end and 2022 begins. Enjoy! And as always, if you have any questions or if something...

Economic Update 12.9.21

by Craig Ferrantino | Dec 9, 2021 | Financial Planning, Radio Show, Taxes

JVC Broadcasting · The Financial Report w/ Craig Ferrantino LIVE on LI in the AM w/ Jay Oliver!12 – 9-21

Economic Update 11.29.21

by Craig Ferrantino | Nov 30, 2021 | Financial 15, Market Updates, Radio Show, Taxes

Economic Update 10.26.21

by Craig Ferrantino | Oct 28, 2021 | Financial Planning, Radio Show, Taxes, Uncategorized

JVC Broadcasting · The Financial Report w/ Craig Ferrantino LIVE on LI in the AM w/ Jay Oliver! 10 – 26 – 21

Economic Update 10.18.21

by Craig Ferrantino | Oct 19, 2021 | Financial Planning, Market Updates, Radio Show, Taxes

JVC Broadcasting · The Financial Report w/ Craig Ferrantino LIVE on LI in the AM w/ Jay Oliver! 10 – 18 – 21

Economic Update 10.11.21

by Craig Ferrantino | Oct 12, 2021 | Financial Planning, Market Updates, Radio Show, Taxes, Uncategorized

JVC Broadcasting · The Financial Report w/ Craig Ferrantino LIVE on LI in the AM w/ Jay Oliver!10.11.21
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510 Broadhollow Road, Suite 204,
Melville, NY 11747
Phone: (631) 393-2888

HoursMonday - Friday: 9am - 5pm
Weekends & Evenings: By Appointment

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Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, DC, PA, NY, FL, NC, NJ, SC, RI, OR, DE, WI ME, MA,VI, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.

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