Zacharey Cerruti - Strategic Planning Associates

Zacharey Cerruti - Strategic Planning Associates Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Zacharey Cerruti - Strategic Planning Associates, Financial service, 400 Broadhollow Road, Melville, NY.

“I help career focused, family-oriented professionals and business owners regain time by offloading their personal financial planning and management, allowing them to live a more balanced life.”

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...
05/04/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. http://spr.ly/6188BBKAFq

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Le...
04/29/2026

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Let’s chat.

The ongoing conflict in the Middle East has the potential to elevate already persistent inflationary pressures and weigh...
04/28/2026

The ongoing conflict in the Middle East has the potential to elevate already persistent inflationary pressures and weigh on overall growth. Navigating these uncertainties can feel daunting, which is exactly why establishing a relationship with a dedicated financial advisor can help you stay on track with your long-term goals. http://spr.ly/6181BBzbLN

04/27/2026

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. http://spr.ly/6187B6ztZl

04/23/2026

The world totally opens up when your money feels stable. With a solid financial plan, I can help you find the calm and confidence you want to live your life. Reach out.

A rising tide of optimism had been gathering in the equity markets as Iran announced last week that the Strait of Hormuz...
04/21/2026

A rising tide of optimism had been gathering in the equity markets as Iran announced last week that the Strait of Hormuz had been reopened for business.

Less than 24 hours later, however, Iran reclosed the strait. Oil prices have risen as a result, further fueling economic uncertainty amid a complex tug-of-war between resilient employment and rate-sensitive slowdowns.

Read more: http://spr.ly/6188BB6Htn

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out ...
04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. http://spr.ly/6182B6WQrm

04/15/2026

Want to notice a major difference in your day-to-day and beyond? I can help you make a financial plan that gives you more direction and quiets the noise. Reach out. Let’s talk.

Stalled peace talks between the U.S. and Iran over the weekend, alongside recent reports of stubborn inflation and dippi...
04/14/2026

Stalled peace talks between the U.S. and Iran over the weekend, alongside recent reports of stubborn inflation and dipping consumer sentiment, highlight the delicate economic balance the Federal Reserve must navigate as it approaches interest rates at its upcoming meeting. http://spr.ly/6187B62wpW

The first quarter of 2026 was a tale of two markets: January and February were categorized by strong returns, only for p...
04/13/2026

The first quarter of 2026 was a tale of two markets: January and February were categorized by strong returns, only for performance to shift abruptly in March following the Middle East conflict. Northwestern Mutual Wealth Management CIO Brent Schutte recaps an eventful Q1. http://spr.ly/6187B6LabB

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage nee...
04/13/2026

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. http://spr.ly/6181hCzJ9

Address

400 Broadhollow Road
Melville, NY
11747

Telephone

+16315922060

Website

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