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

⏳ Just wrapped up a great few days in San Diego at LPL Focus 2026. One of the things I value most about conferences like...
08/18/2026

⏳ Just wrapped up a great few days in San Diego at LPL Focus 2026.

One of the things I value most about conferences like Focus is the opportunity to step outside the day-to-day, reconnect with familiar faces, meet new people, and hear how advisors and industry leaders are thinking about the future of our profession.

There were plenty of conversations around AI and technology, practice growth, and creating an even better client experience. But one theme stood out to me: technology is most valuable when it gives us more time to focus on the work that matters most: listening, planning, building relationships, and being there for our clients.

I continue to be impressed by LPL’s commitment to innovation, its vision for the future of our industry, and the ongoing opportunities it provides advisors to learn, grow, and stay ahead of an ever-changing landscape. The quality of the sessions, presenters, and motivational speakers at Focus is a great example of that commitment to education and professional development.

A special shoutout to Dr. David Kelly of J.P. Morgan for an insightful and engaging perspective on the markets and the economy, definitely one of the highlights of the conference.

I’m heading home with some new ideas, great conversations to continue, and a renewed appreciation for the people in this industry who are always looking for ways to learn, evolve, and get better.
Now comes the important part: taking the best ideas from the week and putting them into practice.

Great seeing so many familiar faces and meeting plenty of new ones along the way. Until next time, San Diego! ✈️📝📈⛵

🎆 Happy Independence Day! 🎇Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our ...
07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

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 🌎🌺🌱

We're lucky to know you. Happy St. Patrick's Day!
03/17/2026

We're lucky to know you. Happy St. Patrick's Day!

👩‍💼📚 Happy Women's History Month! As we celebrate this special month, let's take a moment to reflect on the immense cont...
03/02/2026

👩‍💼📚 Happy Women's History Month! As we celebrate this special month, let's take a moment to reflect on the immense contributions women have made to the world of finance, business, and beyond.

Pioneering Women in Finance: Women like Abigail Adams, who, back in the 18th century, wisely invested in government bonds, and Hetty Green, who became one of the richest women in the world in the late 19th century. They paved the way for future generations of women in finance.

Present Day Leaders: Today, we have extraordinary women leading financial institutions, government bodies, and startups, demonstrating that finance is no longer a 'men's club'. Women like Janet Yellen, the first woman to chair the Federal Reserve and former U.S. Treasury Secretary, and Mary Barra, the CEO of General Motors, are leading the way.

Empowering the Next Generation: As we forge ahead, let's continue to break barriers, shatter glass ceilings, and pave the way for the next generation of women in finance.

This month, we salute the women who've bravely charted their own path in finance and have inspired countless others to do the same. 💪💼

Remember, every investment we make today can build a stronger financial future for all women tomorrow.

Address

2302 33rd Street
Astoria, NY
11105

Opening Hours

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

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