Kathy Wong - Wilmington Advisors @ M&T
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 631-416-3354
- Address:
- 384 Plandome Rd Manhasset, NY 11030
- Email:
- Link:
- Categories
- Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Mutual Funds
General Info
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.