Have Questions About
financial planning or saving for retirement? Meet with Katie Coleman, Certified Financial Planner and Managing Partner of Siena Wealth Advisory Group.
Katie Coleman provides financial consultations on topics such as retirement planning strategies, wealth preservation, investments and more.
Katie will be available every Thursday in December (7th, 14th, 21st, 28th) from 3:00-5:00pm.
Appointments for Susan C. Snowe Caregiver Resource Center free consultations must be made in advance. To reserve a spot, please call Janet Russell at 631.390.5000 or email Janet@conalaw.com.