Robert AzariehFinancial Consultant
Direct: (718) 240-4896 | Mobile: (917) 880-6052
Languages: English, Farsi and Spanish
Licenses: Series 7, 63 and 66; Life, Accident and Health Insurance
Service Area: Queens County: Laurelton; Nassau County: Baldwin Harbor, Bellmore, Franklin Square, Garden City Park, Hicksville, Plainview; Suffolk County: Lindenhurst, West Babylon
With more than 18 years of experience serving the planning and investment needs of New Yorkers, Robert works closely with families and individuals throughout Long Island to develop effective, sustainable strategies tailored to their unique goals. Robert helps his clients access a wide array of resources to help them save, manage risk and build wealth, and provides friendly, responsive service every step of the way. Robert previously served as an advisor with HSBC Retail Banking and Wealth Management. He is a graduate of Stony Brook University and an active member of its alumni association.
Set up your complimentary financial review. EMAIL ROBERT TODAY
Albert BergmannFinancial Consultant
Direct: (718) 240-4774 | Mobile: (646) 946-2719
Languages: English and Spanish
Licenses: Series 7, 24, 63 and 66; Life and Health Insurance
Service Area: Queens: Bayside, Forest Hills, Hollis, Whitestone
Albert brings more than two decades of asset management and retirement planning expertise to Infinex Investments and our RFS team. With a deep commitment to putting his clients' interests first and providing exceptional personal service, Albert takes a comprehensive approach to supporting his clients' savings, investment and insurance needs and helping them build a more secure, prosperous financial future. He holds a bachelor's degree in marketing from St. John's University.
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Raju PunnooseFinancial Consultant
Direct: (718) 240-4746 | Mobile: (718) 483-1936
Languages: English, Hindi and Malayalam, with working knowledge of Arabic
Licenses: Series 6, 7, 63 and 65; Life, Accident and Health Insurance
Service Area: Queens: Astoria, Clinton Hill, Glendale, Grand Avenue, Ridgewood; Bronx: Allerton Avenue, Crosby Avenue, Gun Hill Road, Jerome Avenue, Morris Park, Sedgwick Avenue, White Plains Road; Westchester: New Rochelle, Yonkers
Raju has supported the planning and investment needs of individuals and families for more than 20 years. With degrees in business and accounting, Raju joined Infinex Investments and our RFS team after a distinguished career as a financial advisor with Citigroup and Chase Investments. He helps his clients access a wide selection of investment and insurance solutions and provides personalized strategies to help them manage and protect their finances at every stage of life.
Set up your complimentary financial review. EMAIL RAJU TODAY
Ridgewood Financial Services Corporation is a subsidiary of Ridgewood Savings Bank. INFINEX is not affiliated with either entity.
Check the background of this firm and our INFINEX Financial Advisors on FINRA's BrokerCheck.
Not FDIC Insured. No Bank Guarantee. Not a Deposit. May Go Down In Value.
Not Insured By Any Federal Government Agency.