KL Wealth Strategies, LLC

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Financial Services

209 West Main Street, Suite 201 Riverhead NY 11901

631-727-6380

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Hours:

Monday - Friday 8:30 am - 4:30 pm

About Us

Personalized Financial Planning, Investment Services

Highlights

Investment Planning
Financial Planning
Retirement Planning
Women Investors

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Kelli Lanino

Hi, I'm Kelli Lanino, a Financial Advisor with KL Wealth Strategies. I've been in the financial industry 20 years helping clients navigate their way to financial success. Whether you are just starting out in the investing world or are a seasoned investor I am here to help. I offer retail accounts as well as retirement accounts. I work primarily with individual investors and small businesses. I can tailor a custom portfolio to fit your needs or offer a second opinion on your current portfolio. I can also offer an in-depth analysis of your current financial situation and let you know if you're on the right path to retirement.

My team and I love helping clients reach their financial goals, please feel free to reach out to us so we can help you reach yours!

Kelli Lanino

Financial Advisor

Phone: 631-727-6380

Fax: 631-721-4093

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209 West Main Street Suite 201 Riverhead NY 11901

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KL Wealth Strategies, LLC

Categories

About Us

Highlights

Rep/Contact Info

Kelli Lanino Financial Advisor

Kelli Lanino

Financial Advisor