Farmingdale, NY Financial Advisor Office

Farmingdale

Find a financial advisor in our Farmingdale office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone? Find them here

JT Urraro

Managing Director

J.T. joined Northwestern Mutual in 2018 as an intern and quickly placed high on the National Internship Rankings. During that time, he obtained his Bachelor’s Degree in Economics and Management while playing lacrosse at the University of Miami. In 2019 he started as a full-time Financial Advisor and within six months was appointed College Unit Director. After two years of growing the internship and his client base, J.T. was named the Managing Director of the Farmingdale District Office. At the time, he became the youngest person to hold the seat within the Seiden Network Office at the age of 25. As Managing Director, he focuses on cultivating the culture, following a set of values, and growing the office by attracting high-character, talented professionals to join the team. He builds trust-oriented relationships with his clients to secure their futures through strategic financial planning. J.T.'s mission is to serve his clients, team, and community to reach their full potential.

Alex Klein

Field Director

As a financial advisor with Northwestern Mutual's Wealth Management Company, Alex specializes in developing comprehensive financial plans for his clients. These plans often start with gaining clarity around what it will take to achieve financial independence, often times the missing link as his belief is that an investment portfolio does not equate to a financial plan. His teams comprehensive approach includes retirement planning, portfolio/asset allocation advice, tax and estate planning, life and disability insurance planning as well as long-term care planning. He and his team are committed to helping their clients make the right decisions today, so that they wake up well positioned tomorrow.

Marc Eisenshtat

Wealth Management Advisor

For many of my clients, finding someone they could trust and confide in was of utmost importance. I built my Financial Planning practice, here on Long Island, with the guiding principle of integrity. The success we've had is a direct result of doing the right thing, no matter what. Please call today for an informal, no obligation discussion.

Matthew Sikoryak

Financial Advisor

Matthew was born and raised on Long Island where he obtained a degree in Applied Economics and chose to build his financial planning practice. His desire to positively impact others and build truly comprehensive financial plans led to his decision to partner with Northwestern Mutual to serve his community.

Charles Rainone

B.S.

Financial Advisor

Charles is a Financial Advisor at Northwestern Mutual with 3 years of experience. He provides personalized, professional services in retirement planning, investment management, estate planning, tax planning, risk management or navigate the complexities of equity compensation. His goal is to help clients achieve financial security and peace of mind. Contact Charles for guidance on your financial future. Our clients appreciate our ability to simplify complex financial concepts and communicate them clearly and effectively. We pride ourselves on providing personalized service and building lasting relationships based on trust, transparency, and mutual respect.

Michelle Geasey

Campus Recruiter

Michelle joined Northwestern Mutual as Campus Recruiter in 2022, after graduating from SUNY Oneonta with a Human Development and Family Studies degree with a minor in Dance. As Campus Recruiter, she networks with local universities to connect with students and introduce them to Northwestern Mutual's Top 25 Financial Services Internship Program. Michelle lives in Middle Village, Queens and is a member DanceWorks New York City Project. On her free time, loves to cook and play pickleball.