Steven Sklover

Financial Professional

Registered Representative of Securian Financial Services 

Richard Fiderer

Financial Advisor
(516) 705-9754

Education: University of Albany, State University of NY, B.S. Accounting

Professional Registrations and Licenses:
FINRA Series 7 & 66 Registrations
Life, Accident and Health Licenses NY & NJ

Richard Fiderer joined the Allied Wealth Partners team in June 2015, bringing 16 years of financial industry experience to the firm.

After earning his bachelors in accounting from the University of Albany, State University of New York, he became an associate accountant at Deutsche Bank Retirement Services Group. Richard successfully managed 401(k) plans with a total market value of $1billion.

He then joined Progressive Credit Union in 2006 where he climbed the ranks to Senior Loan Specialist. There he led research, calculating market values to make sure his valued clients had the most up-to-date information possible.

Through his in depth knowledge of accounting, budgeting, research and management, Richard brings tailored, comprehensive financial strategies to the masses. In short, Richard strongly encourages individuals and businesses to "Plan with a purpose."

In his spare time Richard spends quality time with his wife Deborah and son, Matthew and daughter Adina. As a resident of Carle Place, NY, he enjoys coaching little league baseball. He is also a member of the Kulanu Committee at Old Westbury Hebrew Congregation.

Richard Fiderer is a Financial Advisor with Allied Wealth Partners and Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He has earned his FINRA Series 7 & 66 registrations and holds his Life, Health, and Accident Insurance licenses in NY & NJ.

Contact Information:
Allied Wealth Partners, Inc. 
50 Charles Lindbergh Blvd, Suite 420
Uniondale, NY 11553
Phone:  (516) 705-9754
Fax:  (516) 705-9749
Email:  rfiderer@alliedwealthpartners.com

John Tsigakos CFA®

Compliance & Research Analysis
516-705-9755

Education:
Fordham University, MBA Finance
University of Rochester, B.S. Mechanical Engineering

Professional Registrations and Licenses
Chartered Financial Analyst (CFA)
FINRA Series 7, 63, 24, 52, 53 Registrations
Life, Accident and Health Licenses

John joined Allied Wealth Partners in January 2020 after a prodigious 35-year career as a financial services, investments and capital markets professional. He has vast experience and success in global bond and equity markets, derivatives, complex financial products, portfolio/risk management, investment banking and financial advisory.  Mr. Tsigakos has managed complex multi-billion portfolios as well as leading and managing several investment and advisory businesses including as CEO of two boutique broker-dealers. As an investment banker and advisor, John has provided consulting, advisory and banking services to institutions in various old economy and cutting-edge sectors of the market.

During his 30+ years working with institutional partners, clients and investors, John’s family and friends often asked when he would spend more of his time offering his expansive expertise to help individuals, families and smaller business owners.  In 2017, John started doing just that by offering his services to that market.  And now in partnership with the diverse team of professionals at Allied Wealth Partners, John is providing comprehensive, tailored financial strategies to individuals, businesses and non-profit organizations alike.

John’s commitment as a professional and trusted advisor to his clients and partners includes:

  • Being available and responsive to their needs and concerns
  • Understanding each client’s dreams and goals, from their near term to their long term ambitions
  • Communicating on a wide range of financial topics to help clients understand their options, the associated risks and to assist them in making informed decisions
  • Creating and implementing intelligent solutions and continuously adjusting as needed in an everchanging environment
  • Ongoing evaluation and communication
  • Full commitment to his fiduciary responsibilities and working in his clients’ best interests


John is a registered principal of the firm and one of the company’s few municipal securities principals. John is also a registered representative and investment advisor representative of Securian Financial Services, Inc.

Andrew F. Clemenza

Financial Professional
516-705-9795

Education:

CUNY Queens College

Bachelor of Arts- Political Science

Registrations & Licenses:

FINRA Series 6, 7, 63 & 66

Life, Accident & Health Insurance Licenses


Andrew F. Clemenza began his career in real estate with Century 21. In 2010 he ventured into financial services as a Financial Professional working for New England Financial. A year later, he received the “Rookie of the Year” award, having demonstrating his success and commitment in the field. 

In January of 2014, Andrew joined Allied Wealth Partners and continues to build valued relationships with his clients to provide them with the financial services they need to help them pursue their definition of financial success. At the core of his practice, Andrew values professionalism and believes “long-standing relationships are essential to become a trusted Financial Professional” for his clients. Andrew specializes in comprehensive investment and insurance strategies for individuals and small businesses. Having the support of an extensive team of diversified professionals allows Andrew to handle simple to complex cases with exceptional service and total confidence. 

Andrew received his Bachelors of the Arts in Political Science at CUNY Queens College. He is an active member of the Networking Partners of Garden City, an organization dedicated to the success of community business professionals. In his spare time he enjoys sports and movies of all kinds. Andrew currently resides in Howard Beach, NY. 

Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of July 2015, AWP has over $2 billion in assets under administration and has over $2.8 billion of life insurance coverage in force for their clients.  

Andrew F. Clemenza is a Financial Professional with Allied Wealth Partners and Registered Representative of Securian Financial Services, Inc. He has earned his FINRA Series 6, 7, 63 & 66 registrations and holds his Life, Health, LTC, and Variable Insurance licenses in multiple states

Contact Information:
Allied Wealth Partners
50 Charles Lindebergh Boulevard, Suite 420
Uniondale, NY 11553
O: 516-705-9795
F: 516-705-9750
E: aclemenza@alliedwealthpartners.com
W: www.AlliedWealthPartners.com   

 

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Ward Goldberg

Financial Advisor
516-705-9789

Education:

SUNY Buffalo

B.A. Journalism  

Registrations and Licenses:

FINRA Series 6, 7 & 66 Registrations 

Life, Health and Accident Insurances  

Ward Goldberg joined Allied Wealth Partners in January 2016 with twenty years of experience in the financial field. Ward has previously worked for Bank of America, Washington Mutual, and Citibank as a Branch Manager and Sales Manager respectively. He brings his past knowledge to help his clients make the right decision for their individual financial needs.

His hands on experience with clients inspired him to pursue his career as a financial advisor. As a sales and branch manager he enjoyed the one on one experience with clients. By joining Allied Wealth Partners as a financial advisor he is able to take that experience with clients even further and garnish those relationships even more.

He lives with his wife, Betty Ann, son, Michael, and daughter, Amy in Huntington, NY. 

 

Contact Information:

Allied Wealth Partners

50 Charles Lindberg Blvd, Suite 420

Uniondale, NY 11553 

Phone: 516-705-9789

Cell: 631-974-0069

Fax: 516-705-9749

Email: wgoldberg@alliedwealthpartners.com

Ward Goldberg is a registered representative and investment advisor representative of Securian Financial Services, Inc.

Lloyd J. Gold LUTCF

Senior Financial Advisor
516-705-9766

Professional Affiliations:
National Association of Insurance and Financial Advisors (NAIFA)
National Association of Health Underwriters (NAHU)
Qualifier of the Million Dollar Round Table (MDRT)
Life Underwriter Training Council Fellow

Registrations & Licenses:
Series 7, 66, 63 Registrations
Life, Health and Accident Licensed
Property & Casualty Licensed

Lloyd Gold joined Allied Wealth Partners in 2014, offering over 19 years of expertise in the financial services industry.

Since the beginning of his career, Lloyd has made it his mission to become a valued lifetime resource for each and every client and their family.

As part of the wealth management experience, Lloyd uses a holistic approach when developing comprehensive financial strategies and clear, identifiable milestones. With a team of experts and unparalleled service, Lloyd has positioned himself as a dedicated and trusted financial advisor among both individuals and business owners. By leveraging his extensive investment and insurance background and collaborating with a clients' personal tax and legal professionals, Lloyd helps clients build customized solutions around their unique needs.

Lloyd Gold is a Qualifier of the Million Dollar Round Table and member of several other industry organizations including the National Association of Insurance and Financial Advisors (NAIFA), the National Association of Health Underwriters (NAHU), and the Life Underwriter Training Council Fellow.

Contact Information:
50 Charles Lindberg Blvd. St. 420
Uniondale, NY 11553
Phone: 516-705-9766
Fax: 516-228-9876
Lloyd@lloydgold.com  

Connect with Lloyd on LinkedIn!

Lloyd J. Gold, LUTCF is a registered representative and investment advisor representative of Securian Financial Services, Inc.

 

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

Jonathan Greene

Field Director/Financial Advisor
516-705-9776

Education:

Briarcliffe College

BBA Business Management, Finance, Marketing  

Registrations and Licenses:

FINRA Series 6 & 63 Registrations 

Life, Health, P&C, Licenses

Jonathan Greene joined Allied Wealth Partners in January 2014, bringing with him 6+ years of experience in the Financial Industry. Jonathan is series 7, 63, and 65 registered with the Financial Industry Regulatory Authority (FINRA). He is also Life & Health and P&C licensed in various states.

Jonathan is recognized for his client dedication, leadership, and excellence in all aspects of wealth management. Within his first two years at Allied Wealth Partners Jonathan became a member of Securian Financial Services’ Senate Club. In 2016, he became a member of the Million Dollar Round Table (MDRT). MDRT is global, independent organization founded in 1927 with more than 43,000 of the world’s life insurance and financial services professionals from more than 500 companies and 67 countries. MDRT is an international, independent association of life insurance and financial services professionals that provides its members with resources to improve their technical knowledge, sales and client service, while maintaining a culture of high ethical standards.

Jonathan’s practice is centered around assisting clients with Retirement Solutions, Life Insurance and Long-Term Care. He also assists the firm as a Field Director. He recruits and trains inexperienced and experienced financial professionals.  He generates and manages business strategies which can include prospecting strategies, case design, and implementation of financial plan recommendations. 

Jonathan also has been teaching an adult education series on preparing to plan for retirement for the last few years.  He delivers this classroom experience twice a year at Hofstra University in Hempstead, NY.  With an average class size of 20 students aged 50 – 70, he provides a comfortable learning environment bringing real life observations and experiences to help his students understand difficult concepts.

He and his wife Nora currently live in Great Neck, NY with their son Ethan.
 

Jonathan Greene is a registered representative and investment advisor representative of Securian Financial Services, Inc.
 

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Arlene Haims CHFC, CLU, LUTCF

Financial Professional
516-705-9775

Education:

Queensboro College

Degree in Business Studies Administration

Farmingdale University for Journalism Studies

Registrations and Licenses:

Designations for CLU, ChFC, LUTCF  Long Term Care Insurance      

Licensed in multiple states

Arlene K. Haims has been assisting clients in insurance and financial services for 30 years. After receiving a BAA at Queensboro College, Arlene knew that she wanted to help people.  Through financial services she was able to provide quality service experience for her clients and help many.

Arlene serves clients from all walks of life, with services provided by referral only.  Because of her unique financial strategy tools, she has helped families to weather the financial pitfalls and worrisome task of continued financial care for their special needs children while still maintaining a balance of financial security for the future of their family unit. Arlene’s practice includes life coaching that is combined with financial strategies for women going through divorce and widowhood as well. 

Ms. Haims is a part of the Business and Professional Committee for the American Heart Association and also sits on the board of the Hunting Arts Council.

She has contributed to the NYSBA Elder Law Attorney publication in order to highlight the benefits of Long Term Care Insurance products for Elder Law and Estate Planners.  

She has been a frequent speaker for organizations such as the National Association of Mothers’ Centers and for the Cornell Cooperative Extension. Most recently, she has done informative talks for the Nassau County Women’s Bar Association.  

Arlene offers seminars to help women with financial matters as well as for various professionals to keep them up to date with new products and application as they appear on the market. She has been asked to contribute information and commentary regarding the Affordable Care Act for health care solutions for employees.

Ms. Haims is an inspiration to women and families and continues to show dedication and support through her services. She very passionately enjoys coaching women on an individual basis to lead them through the emotional and financial process of divorce. She is passionate about helping women clients cope and develop skills to endure the process and to become independent.

Arlene K. Haims CLU, ChFC, LUTCF is a registered representative of Securian Financial Services, Inc.

Contact Information:

Arlene K. Haims

Allied Wealth Partners

50 Charles Lindebergh Boulevard,

Suite 420

Uniondale, NY 11553D: 516-544-5710

E: ahaims@alliedwealthpartners.com

W: www.AlliedWealthPartners.com