Financial Services Listing

Jorge Romero
Mutual of Omaha
888 Veteran's Highway, Suite 888 Hauppauge, NY 11788
Phone: 631.234.9100 ext 265
It is my goal to provide professional service in a personal and caring manner to clients in order to build a strong relationship and secure your financial future. If you’re married, thinking of getting married, having or have children, thinking of buying, or purchasing a home, or simply wish to protect your assets against a devastating loss, do not hesitate to contact me.


David Mammina
Financial Advisor
Wachovia Securities
Phone: 631.265.1400
Specializing in retirement planning, 529 education planning, financial planning, life insurance and annuities. Do you have a properly diversified portfolio?

Christopher Hockenberry
Senior Loan Officer
Sterling National Mortgage
98 Cuttermil Road Suite 200N
Great Neck, NY 11021
Phone: 516.708.1102
Administer mortgage loan approval process. Chris initiates first-time loans and offers guidance for applications of refinanced mortgage loans. He utilizes his extensive contact list to recruit potential clients via telephone, with 100+ phone calls made daily.

Steven Brown
Financial Representative
Northwestern Mutual Financial Network
58 Vanderbilt Motor Parkway, Commack, NY 11725
Phone: 631.592.2071

Neil Filomena Jr.
Financial Planner
Economic Planning Group
50 Charles Lindbergh Blvd. Suite 310, Uniondale, NY 11553
Phone: 516.228.1000
At Economic Planning Group we specialize in protection, wealth accumulation, estate and retirement planning for businesses, families and individuals.

Joseph Gattuso
Financial Planner
Prudential Financial
445 Broadhallow Road, Melville, NY 11747
Phone: 631.927.3450
Mr. Gattuso provides financial service needs in all areas, including life insurance, retirement, educational funding, individual and group disability, and long term care needs.

Timothy A. James
New York Life Insurance Company
120 Broadway, Suite 3700, New York, NY 10271
Phone: 212.261.0238
Mr. James provides financial service needs in all areas, including life insurance, retirement, educational funding, individual and group disability and long-term care needs.

Dan Quinn
Financial Advisor
Morgan Stanley
1225 Franklin Ave, Garden City, NY 11530
Phone: 631.683.3102
At Morgan Stanley, Mr. Quinn provides uniquely successful individuals and business owners comprehensive financial solutions that consider short term and long term goals, risk tolerance and investment suitability.

Matthew J. Barbis, CFS, BCM
President, Matthew Barbis & Co.
377 Motor Parkway, Suite 212, Islandia, NY 11749
Phone: 631.234.4667
Mr. Barbis specializes in financial consulting and personal income tax preparation.

John Pennock
Bear Stearns & Co.
1 Metro Tech North, Brooklyn, NY 11201

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