Surmanek Wealth Management
ASK YOURSELF: Are your investments a reflection of your goals & personality? Dennis Surmanek believes that business is personal, especially in the financial world. Which is why his approach starts and ends with one person: YOU. So before learning more about him, he invites you to click here
and tell him about your family and your dreams.
Natives of Staten Island will recognize Dennis as one of their own, as he has lived and worked there his entire life. After graduating St. John’s, he began serving Staten Islanders at Smith Barney, Merrill Lynch and Wells Fargo Advisors Financial Network. Looking for something new, Dennis earned his Chartered Retirement Plans SpecialistSM designation and recently joined Richmond Wealth Management with his partners Michael Russo and Solomon Chemo. This independence enabled him to focus on creating lasting, personal retirement plans strategies for his clients, including college planning and inheritance management.
He feels blessed to call the South Shore his home, where you will find him spending his free time with his wife Angelica and two daughters, Liliana and Penelope. He believes in giving back to the Staten Island community, which is why he is proud to be a member of the North Shore Rotary Club since 2011 and joined the BNI Prefer to Refer chapter in 2018.