Bill Manolopoulos, CFP - R : LPL Financial

Bill Manolopoulos, CFP - R : LPL Financial My mission is to work with my clients today to develop a holistic, comprehensive, financial plan so We can then begin to construct a portfolio of investments.

My mission is to work with my clients today to develop a holistic, comprehensive, financial plan so they may reach their goals and enjoy a confident tomorrow. Services Provided:

Comprehensive Financial Planning:
A financial plan is not a static set of instructions. Much like life, your financial plan is ever changing in order to adapt to the changes of life. On Day One we start out

with a financial plan to address the clients needs as they exist today. Through constant communication, we adjust the plan as needed. This is a life long process but one that should be started today. Investment Management:
Building wealth is an essential component of a financial plan. With over 25 years of experience in providing investment strategies, I consult with my clients, assess their goals, time, horizons, risk tolerance and expectations. Education Planning:

This is a great estate planning tool for grandparents. The goal of a 529 plan is to aid parents and/or grand parents in helping their children achieve their full potential. However, if a 529 plan is not suitable for your needs, or situation, there are many other tools available that may suit you. Retirement Planning:
IRA's (Traditional or Roth) are just the stepping stone. Clients need to build wealth, while also planning for the unexpected. With my investment expertise, any market risk to your portfolio will be carefully navigated to pursue your goal. My clients and I work to create a portfolio appropriate for their level of risk tolerance. We conduct periodic reviews and make adjustments as necessary according to the current economic and market climate. Insurance:
Life's pitfalls are usually due to events we did not expect. Managing those risks with insurance is one major aspect of providing protection. An accident or illness can leave us with an uncertain economic future. An untimely death could leave our loved ones in financial ruin. If we plan for the unexpected it will be easier to negotiate life's trials. With my investment expertise we will develop a strategy and adjust when necessary according to the market conditions. Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇📣 Join us in saying thanks to father f...
06/21/2026

Of all the things they’ve taught us, the most important is how to be better. 👩‍🎓🪂🥇

📣 Join us in saying thanks to father figures everywhere.🙌

What a great time celebrating our amazing clients, and all the wonderful mothers in our community at our recent Spring O...
05/19/2026

What a great time celebrating our amazing clients, and all the wonderful mothers in our community at our recent Spring Open House! ☕🥯🎶

From coffee and bagels to music, refreshments, and meaningful conversations, we truly enjoyed connecting with everyone who stopped by. Thank you to all who joined us and continue to trust us as part of your financial journey.

If you missed this one, we’d love to see you at the next event — more great conversations and community moments are on the way!

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’...
05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

05/05/2026
Honored to attend yesterday’s celebration (April 21, 2026), hosted by the Federation of Italian American Organizations o...
04/22/2026

Honored to attend yesterday’s celebration (April 21, 2026), hosted by the Federation of Italian American Organizations of Queens, Inc., recognizing their Woman of the Year, Irsi Rodriguez-Rosa. It was an inspiring evening filled with pride, tradition, and a true appreciation for leadership, service, and community impact.

The biggest takeaway of the night was clear: when strong women lead with purpose, entire communities grow stronger. The room was filled with accomplished professionals, civic leaders, and families united by shared values of heritage, hard work, and giving back.

Congratulations to this year’s honoree and to everyone who made the evening so memorable. Events like this remind us of the importance of celebrating excellence, preserving culture, and supporting the next generation of leaders.


Hosted by: Federation of Italian American Organizations of Queens, Inc.
Photographer: George S.

Happy Earth Day! Remember to: REDUCE - REUSE - RECYCLE 🌎🌺🌱
04/22/2026

Happy Earth Day!
Remember to: REDUCE - REUSE - RECYCLE 🌎🌺🌱

Address

2302 33rd Street
Astoria, NY
11105

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Bill Manolopoulos, CFP - R : LPL Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category