Pierre M. Awadalla, Financial Advisor, represents a unique class of Financial Services professional. For almost two decades, Pierre has enjoyed the reputation of a mentor and caring team player. His wisdom and experience has helped him to elevate the client experience, as they always appreciate his continuous support, advice and service, to help his client achieve their financial goals, financial security and objectives.
Pierre has a plethora of knowledge in the industry and specializes in a combination of Estate Planning Strategies and Wealth Management, Retirement Planning, Pensions, Business Planning and Business Succession Strategies and Insurance Protection, which includes Long Term Care Insurance. Pierre continues to build his personal practice, he was a qualifying member of Million Dollar Round Table (MDRT) in 2016 and 2023, the premier association of financial professionals.
Since the early days of his career, Pierre always demonstrates an acute understanding of how to best serve his clients’ needs, who turn to him for guidance. He has helped enhance his clients’ ability to create, accumulate and preserve wealth for themselves and the people they care most about. Pierre offers a wide array of different strategies and solutions to better assist your wealth goals.
Throughout Pierre’s career in the financial services industry, he has provided sound retirement planning, long term wealth solutions and much needed but often underutilized financial needs analysis. In developing the most efficient strategy possible, Pierre will often consult with attorneys, accountants and other professionals as warranted to achieve an ideal strategy consistent with the clients’ long term objectives.
575 Broadhollow Road, Melville, NY 11757