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RELIABLE REFERRAL'S NETWORKING GROUP
Dix Hills Diner

Every Thursday Morning

7:00am-8:30am

1800 E. Jericho Turnpike

Huntington, New York 11743

Contact Member:

Richard Saul
Phone: (516) 794-1000

E-mail:

reliablereferrals@aol.com

-or-

membership@

libusinessresource.com

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L I BUSINESS RESOURCE ------------------------------------- RELIABLE REFERRAL'S NETWORKING GROUP
L I BUSINESS RESOURCE-------------------------------------RELIABLE REFERRAL'SNETWORKING GROUP 

FINANCIAL ADVISOR

Allan M. Pelkonen, CFP, ChFC

PELKONEN and ASSOCIATES

A private wealth advisory practice of Ameriprise Financial Services, Inc.

445 Broadhollow Road

Suite 317

Melville, New York 11747

Phone: (631) 396-1032 ext. 206

Fax: (631) 396-1030

E-Mail: allan.m.pelkonen@ampf.com

 

Allan M. Pelkonen is the principal and lead advisor of Pelkonen and Associates, a private wealth advisory practice in Melville, NY. Allan received his BS degree in Biology and Chemistry from SUNY Albany (’88).  After a brief career in physiology research Allan began his career in financial services starting his practice in 1991 at age 25 with IDS Financial Services which would eventually become Ameriprise. He is Federally licensed for securities and investment advisory services and holds state securities licenses in 17 states as well as state insurance licenses in life, health and variable contracts in 10 states. He obtained his Certified Financial Planner Designation in 2001. Allan was inducted into the Ameriprise Hall of Fame in 2018 for lifetime achievement in financial planning and advisory client service.

 

Allan provides advice and counsel in the areas of wealth accumulation for financial goals, retirement income planning, estate planning, tax planning and risk management. Financial planning is provided on a flat fee basis. He also provides fiduciary investment advisory and brokerage services. Our primary mission is to help clients develop a plan to reach their goals through optimal allocation of their resources. 

 

Allan resides in Northport NY with his wife Kim and their four children.        

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