Erik Olson, Financial Professional, at Prudential

Erik Olson, Financial Professional, at Prudential

As a Financial Professional, I help people plan for financial security. Tell me your goals and we’ll help achieve them together. Licensed to sell Life insurance in the following state(s): NY
Licensed to sell Health insurance in the following state(s): NY
Licensed to sell Variable Life insurance in the following state(s): NY
Licensed to sell Mutual Funds in the following state(s): NY
Licensed to sell Fixed Annuities in the following state(s): NY
Licensed to sell Variable Annuities in the following state(s): NY

Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

prudential.com 08/30/2018

Paying for College – A Practical Guide for Families 2016 Edition

Don’t miss #FAFSA (Free Application for Federal Student Aid) filing deadlines for the 2019-2020 academic year!

And if you will be seeking loans, reduce your stress – present and future – by making informed decisions, beginning with this practical guide:

prudential.com With no “one size fits all” solution to financing a college education, this guide provides an overview of the variety of options available to both parents and students.

08/09/2018

hsl-pnw-downloadable-files.s3.amazonaws.com

Do you have an old 401(k) or 403(b) from a previous employer? Check out this article on the benefits of rolling your eligible retirement plan(s) to an IRA, and feel free to contact me to discuss if this strategy is most appropriate for you.

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prudential.com 07/26/2018

Market Volatility: 5 Things to Consider

Just because the market feels unstable doesn't mean you should too. Here are some tips that may help manage expectations when markets start moving.

prudential.com Here are some tips that may help manage expectations when markets start moving.

prudential.com 07/18/2018

How to Plan the First 5 Years of Your Retirement

If you're nearing retirement, have you considered what major expenses you may have coming up? Planning for the first years of retirement while you're still working, can help you enjoy your new chapter a little more.

prudential.com Take a look at these scenarios so you have a realistic view of your finances as you enter retirement.

prudential.com 07/02/2018

Make the Big Decisions About Your Will

Have you been putting off writing your will? This article will take you through some common questions and answers to get you started planning.

prudential.com You'll need a plan for who will be in charge of all your assets when you’re gone.

06/27/2018

Prudential’s Masterpiece of Love — A Future for Mary

Ryan’s daughter Mary has a disability, so he’ll have to plan differently
for her future. See how he’ll care for Mary, if anything happens to him.
#MasterpieceOfLove

All of Ryan’s children are special to him. But his daughter Mary needs special planning for her future. See how Ryan plans to care for Mary if anything happe...

06/13/2018

Sean Kath | Common Mistakes Entrepreneurs Should Avoid - YouTube

“The greatest mistake [an entrepreneur can make] is not planning for a disaster and not planning for succession at the end of their business.” – Sean Kath of Prudential

Sean Kath shares common mistakes entrepreneurs who are scaling up should avoid.

prudential.com 06/11/2018

How Diversification Can Help Protect Your Portfolio

"Don't put all your eggs in one basket" applies to investing too. It may also make the market's ups and downs less nerve-wracking.

prudential.com It’s important to set up your portfolio to weather any type of storm, whether it’s fluctuation in the market or other factors.

05/18/2018

www.pgim.com

Are you trying to time the market? Missing the best days can substantially reduce your returns. Learn more.

www.pgim.com

05/16/2018

www.prudential.com

Over half of retirees surveyed by Prudential retired earlier than they planned, and of those that did, 50% retired five or more years early, often for reasons outside of their control. This can significantly impact #retirement incomes. #NRPW18

www.prudential.com

prudential.com 01/17/2018

BenefitAccess Rider | Prudential Financial

Life insurance can play a big role when protecting your family.

prudential.com The BenefitAccess Rider allows you to have living benefits on your life insurance policy in case you become ill.

prudential.com 12/28/2017

Life Insurance: The Versatile Tool for Retirement Protection

Did you know life insurance can help protect against paying high taxes in retirement? Here are 3 other ways to use it that you may not be aware of:

prudential.com Permanent life insurance has some surprising uses in retirement – such as helping reduce taxable income. Here are three other ways life insurance can help you during retirement:

prudential.com 12/21/2017

Life Insurance: The Versatile Tool for Retirement Protection

One lesser-known use of life insurance: to help reduce the risk of burning through capital during retirement. Like a versatile tool with multiple uses, life insurance can be used to protect against many of the risks that retirees may face.

prudential.com Permanent life insurance has some surprising uses in retirement – such as helping reduce taxable income. Here are three other ways life insurance can help you during retirement:

prudential.com 12/14/2017

Life Insurance: The Versatile Tool for Retirement Protection

Permanent life insurance is a versatile tool with many uses. Here are 4 ways to use life insurance in retirement that you may not be aware of:

prudential.com Permanent life insurance has some surprising uses in retirement – such as helping reduce taxable income. Here are three other ways life insurance can help you during retirement:

Telephone

Address


445 Broadhollow Road, Suite 405
Melville, NY
11747

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 08:00
Sunday 09:00 - 20:00
Other Financial Planning in Melville (show all)
Tyler Sloves at Prudential Tyler Sloves at Prudential
445 Broadhollow Rd Suite 405
Melville, 11747

As a Financial Advisor, I help people plan for financial security. Tell me your goals and we’ll help achieve them together.

Frank R. Hernandez, General Agent, Long Island Agency, Knights of Columbus Frank R. Hernandez, General Agent, Long Island Agency, Knights of Columbus
105 Maxess Rd Suite 124.
Melville, 11747

I recruit, train, and manage a team of quality financial services professionals.

Luz Adriana Suarez, Licensed Agent with New York Life Luz Adriana Suarez, Licensed Agent with New York Life
576 Broad Hollow Rd
Melville, 11747

Agente Licenciado para vender seguros a traves de New York Life Insurance Company

S & S Planning S & S Planning
48 South Service Road
Melville

Pierre M Awadalla, LUTCF - Financial Advisor Pierre M Awadalla, LUTCF - Financial Advisor
575 Broadhollow Road, Lighthouse Financial Network, LLC
Melville, 11747

Financial solutions for successful business owners and individuals planning for the future

Scott Jay Matalon Scott Jay Matalon
200 Broad Hollow Rd, Ste 302
Melville, 11747

Private Wealth Advisor / Managing Director, Ameriprise Financial Services, Inc.

Three Generations Financial Three Generations Financial
150 Broadhollow Rd. Ste 105
Melville, 11747

A financial advisory practice of Ameriprise Financial Services, LLC

Strategic Planning Associates Strategic Planning Associates
400 Broadhollow Road
Melville, 11747

Strategic Planning is focused on helping you gain clarity around your values, vision and goals. Working with you to develop a comprehensive financial plan.

Edward Kotak Jr, Partner with New York Life Edward Kotak Jr, Partner with New York Life
1660 Walt Whitman Road
Melville, 11747

Gabriella Ciamillo - Northwestern Mutual Gabriella Ciamillo - Northwestern Mutual
400 Broadhollow Road, Suite 200
Melville, 11747

My mission is to help all of my family and friends achieve their financial goals through proper planning.

Jason Bertrami Jason Bertrami
200 Broad Hollow Rd, Ste 405
Melville, 11747

Jason A. Bertrami, Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. Forest Hills Financial Group is not a