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Helping you on your financial journey
Our team of experienced professionals leverage sophisticated software tools to review your current investments. We will work with you to create a personalized financial plan that fits your objectives and risk tolerance.
We can help you with many major life decisions including:
Guided wealth portfolios
Work with a personal financial advisor and easily invest online.
Retirement Planning
Manage your IRAs, 401(k), Rollover Plans, and earnings beyond your career.”
Schedule an appointment for an Initial Consultation
Take the first step in addressing your financial future! Please provide us with some basic contact information and a FourLeaf Financial Group Representative will contact you back shortly.
Want to call us now?
Speak to a representative:
516-349-6940
Or stop into your local
FourLeaf Branch
Meet your financial group team
Jimmy Castrillon
Email: Jimmy.Castrillon@lpl.com
Tel: 516-349-6714
Andy Hayotsyan
Email: Andy.Hayotsyan1@lpl.com
Tel: (516) 349-6984
Ujala Tajammal
Email: Ujala.tajammal@lpl.com
Tel: (516) 666-5985
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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. FourLeaf Federal Credit Union and FourLeaf Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FourLeaf Financial Group, and may also be employees of FourLeaf Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FourLeaf Federal Credit Union or FourLeaf Financial Group. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Important Consumer Information:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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