Pioneer Financial
Financial ServicesView the employees at
Pioneer Financial-
Kenneth Chiu Operations Manager
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East Meadow
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Top 10%
Alis C. Lead Advisor Support Associate at Pioneer Financial NYC-
Miami, Florida, United States
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Rising Star
Brandon Luke CFP®, RICP®, ChFC®, CLU® Lead Advisor / Head of Talent Development at Pioneer Financial-
New York, New York, United States
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Rising Star
Jim DiNardo, CFP®, ChFC®, CLU®, MSFS®, RICP® Partner | Wealth Management Advisor-
Top 5%
Ray Corrigan Lead Advisor / Department Head-
New York, New York, United States
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Rising Star
Overview
Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. 1. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines https://www.northwesternmutual.com/social-media-guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/
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