[Fredslist] Please Welcome Financial Planner Colleen Walsh of Equitable Advisors To Gotham LI Women

[Lisa Waterman]

Please join me in extending a hearty Gotham welcome to Colleen Walsh of Equitable Advisors as a member of Gotham LI Women.

With over 10 years of experience in the financial services industry, Colleen is dedicated to helping individuals, families and businesses achieve their financial goals.  As a financial planner, Colleen specializes in retirement planning, investments, annuities and insurance with a focus on educating women.  Colleen works with a diverse range of clients from young professionals to retirees, helping them navigate the complexities of investment strategies, retirement planning, and tax optimization.  She holds her LAH, Series 7, Series 66 and Series 24 licenses and acts as a fiduciary for her clients, ensuing that their best interests are always prioritized.  Colleen's contact information follows and is attached here.

[Colleen Walsh]

Be sure to drop Colleen a line to say hello, schedule a one on one, or grab a coffee or drink and meet her in person at one of the many Gotham events!

Happy Networking!
Lisa


Lisa B. Waterman
Garibaldi Group
Certified Public Accountants * Financial & Management Consultants
990 Stewart Avenue-Ste 510
Garden City, NY 11530
516-288-7400 x102
Cell: 516-532-2299
lisa at garibaldicpas.com<mailto:lisa at garibaldicpas.com>
X/twitter: @ilawinc
X/twitter: @garibaldicpas

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