Kathy Wong - Wilmington Advisors @ M&T
Investment Services Manhasset
Description
Kathy knows your goals and circumstances are unique, which is why she’ll work with you to build a personalized plan that puts your most important goals front and center. Together, you can gain a holistic understanding of your investments and develop or review a goals-based plan that’s tailored to your situation. Using customized tools, she can help analyze your investments and prioritize your needs, wants, and desires.
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Investment Services(631)416-3354 (631)-416-3354 +16314163354
Map 384 Plandome Road
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