[Fredslist] Please Welcome Patrick Gugliotta & Dan Goldberg to Gotham LI

Lisa Waterman Lisa at garibaldicpas.com
Fri Nov 17 16:27:06 EST 2017


Good Afternoon Gotham!  Please join me in welcoming Patrick Gugliotta of Merrill Lynch and Dan Goldberg of IKOR of the North Shore LI to Gotham LI!  Patrick is a financial advisor for Merrill Lynch.  Dan Goldberg is an advocate and care manager for seniors and the special needs population.  Their contact information follows.

Financial Planning
Patrick Gugliotta
Merrill Lynch
50 Route 111
Smithtown, NY 11787
Tel: 631-361-3257
Fax: 631-456-4236
Email: patrick.gugliotta at ml.com<mailto:patrick.gugliotta at ml.com>

Senior Advocate/Care Manager
Dan Goldberg
IKOR of the North Shore LI
1615 Northern Blvd-Ste 103
Manhasset, NY 11030
Tel: 516-472-0138
Fax: 516-268-0320
Email: dan.goldberg at ikorglobal.com<mailto:dan.goldberg at ikorglobal.com>

Lisa B. Waterman
Garibaldi Group
Certified Public Accountants * Financial & Management Consultants
990 Stewart Avenue-Fifth Floor
Garden City, NY 11530
516-288-7400 x102
Cell: 516-532-2299
lisa at garibaldicpas.com<mailto:lisa at garibaldicpas.com>
twitter: @ilawinc

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