Jodi L Madonna

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Jodi L Madonna is a financial consultant based in Jericho, New York, affiliated with Oppenheimer. She specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. Jodi employs an in-depth discovery process to understand her clients' specific situations, time horizons, and risk tolerances. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, aiming to grow and protect their assets while addressing complex financial issues.

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