Laura Kellerman

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Laura Kellerman is a financial consultant based in Jericho, New York, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Laura gains a thorough understanding of each client's situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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