Fundamentals First Wealth Management

Financial ConsultantFinancial Consultant

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Hours

Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

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About Fundamentals First Wealth Management

Fundamentals First Wealth Management is a trusted finance and financial advising firm serving Long Beach, NY, dedicated to helping clients build secure financial futures. As experienced financial planners, they offer comprehensive investment services tailored to individual goals and retirement objectives. Their extensive range of services includes investments in bonds, common stock, treasury bills, treasury notes, and government securities. They specialize in retirement account management, offering Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA options, along with brokerage accounts and variable annuities.

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