Vice President

Rachel Menna

  • Series 7, 65
  • Variable Life Accident and Health
  • Notary Public in NYS

  • Bachelor of Science from University of New Haven

  • Retirement Planning
  • Mutual funds
  • Annuities
  • 401(k)/403(b) Rollovers
  • College Planning
  • Life Insurance
  • IRA/Roth IRA Investments
  • Budget/Debt Consultations

Phone Number:

631-605-8400 ext 104


Focused on helping you

I am a Summa Cum Laude graduate who earned a Bachelor of Science degree in Finance with a minor in Economics from The University of New Haven. While attending college, I was a member of several clubs including The Accounting Society and TWLOHA. I was a part of various intramural sports, including soccer. I qualified for and joined academic societies including Alpha Lambda Delta, Beta Alpha Psi, Beta Gamma Sigma, and Honor Society of Experiential Education. I worked in the business/payroll office throughout my time at the University and post-graduation, I immediately focused on my licensing. I have earned the Series 7, 63, and 65 as well as hold the Variable Life Accident & Health License. I keep abreast of current regulations in the industry so that I can help provide the best quality services to my clients. 

I believe everyone is individualized and requires a customized approach to help meet any goals they may have. I keep this in mind when providing financial advice and maintaining a fiduciary standard. I endeavor to understand what my client’s needs are, where they are today, and where they want to be tomorrow. Together we will set goals, create a plan, and implement the necessary undertakings focused on those needs. I provide services in retirement planning, annuities, life insurance, college planning, 403(b), IRA investments, debt consolidation, mutual funds, and much more. Remember a goal without a plan is simply just a wish. It’s time to make your goals a reality.

Ready to get started?

Contact us today to meet with an advisor.