Hewitt Satellite Office - Greenwood Lake Turnpike

Financial planner in Islandia, NY (show on map)

CWP Metro offers comprehensive financial planning and investment advisory services across Suffolk and Nassau counties.

About

CWP Metro is a financial services firm headquartered in Hauppauge, NY, serving clients in Suffolk and Nassau counties. The firm offers a range of services including education planning, estate planning, business solutions, special needs planning, and retirement planning.

Their team includes Chief Executive Officer Samantha Clark, Leadership Team members, Service Ambassadors, Brokerage Directors, and numerous Financial Advisors with various credentials such as CFP®, CFA®, and JD. The company emphasizes personalized, holistic financial planning and strong client relationships.

Personalized holistic planning

Experienced team with diverse credentials

Local presence in Suffolk and Nassau counties

Services

Education Planning

Financial planning services focused on education funding and tuition management.

College savings strategies 529 plans Education loan management

Estate Planning

Services to help clients plan for the transfer of assets after death.

Wills and trusts Probate avoidance Charitable giving strategies

Business Solutions

Financial planning for small to mid-sized businesses.

Business succession planning Retirement plans for owners Cash flow management

Special Needs Planning

Financial planning to support individuals with special needs.

Government benefit preservation Special needs trusts Long-term care planning

Retirement Planning

Comprehensive planning to ensure financial security in retirement.

Income planning Asset allocation Social Security optimization

Credentials & Certifications

CFP®

CFA®

J.D.

CLTC®

ChFC®

RICP®

Frequently Asked Questions

What is financial planning? +

Financial planning is the process of setting and achieving financial goals through comprehensive assessment, strategy development, and ongoing management of financial resources.

How does CWP Metro personalize financial plans? +

CWP Metro tailors financial plans to each client's unique needs by conducting thorough assessments, understanding personal goals, and creating customized strategies that address specific financial situations.

What credentials do CWP Metro's advisors hold? +

CWP Metro's advisors hold various professional credentials including CFP®, CFA®, JD, CLTC®, and more, ensuring expertise in financial planning, investment management, and legal considerations.