Lake Ronkonkoma

National Tax and Financial Services

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Who We Are

The Ronkonkoma National Tax and Financial Services office is a premiere team of financial professionals dedicated to helping you find the most tax efficient solutions for all your financial needs.

We provide a fully integrated services platform that we tailor to help you achieve your financial goals. Together we seek to implement well-thought-out financial strategies that could minimize tax liabilities, increase your personal wealth and improve your family’s financial security.

As a division of National Holdings Corporation, we pride ourselves on the comprehensive solutions we offer, backed by the service, technology and support of an established Wall Street firm.

Explore our site to learn how our experts in Ronkonkoma, NY can help create, manage, and protect your wealth.

Your Financial Life--Handled

Drawing on our vast industry experience and leading financial tools, we will work to identify your financial goals and objectives, expertly manage your wealth, and implement appropriate strategies and solutions to achieve results. Let us work together to customize a plan that meets your financial needs today and evolves with you over time.

Our Areas of Focus Include:

  • Tax Planning & Preparation
  • Investment Management
  • Retirement Planning
  • Income Protection Strategies
  • Wealth Creation
  • Banking & Lending
  • College Funding
  • Estate Planning & Legacy Creation
  • Financial Planning
  • Life Insurance

In the Community

When we’re not helping clients reach their financial goals and make the most out of their charitable contributions, we take time to support a range of community and philanthropic efforts.

Our office participates in local High School Career Day events. In addition, our team supports a variety of charities including Autism Speaks and the Smile Train. More information is available in each team member’s bios.

Find us in Lake Ronkonkoma

631-981-6296

Trusted Partners
Premiere Solutions
Exclusive Investments

Meet the Team

Dominick A. Ciocia

Branch Manager, Senior Managing Director,

Tax and Financial Advisor

Rachel Heege

Wealth Advisor, Financial Consultant,

Insurance Representative

Antonella Mullady

Office Administrator

Kathleen Ferguson

Enrolled Agent & Tax Practitioner

Margaret E. Hart

Financial Consultant,

Insurance Representative

Rocco C. Labbato

Tax Practitioner,

Investment Company Representative

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Dominick Ciocia

Branch Manager, Senior Managing Director, Tax and Financial Advisor

Dominick has over 30 years’ of experience in the financial services industry. He brings a wealth of knowledge and expertise to both the tax and financial planning process to his clients. Dominick is the Branch Manager, Senior Managing Director, Tax and Financial Advisor at National Tax and Financial Services office located in Ronkonkoma, New York.

Dominick his received his FINRA Series 24, 7, 6, 63, and 65 licenses, and is also licensed to sell Life, Accident & Health Insurance and Variable Life Insurance/Variable Annuities in selected states. Dominick focuses on the tax ramifications of investments and the benefits of various tax reduction strategies. He creates effective solutions by drawing from a broad range of specialists. He is experienced in managing client’s finances including tax planning, asset protection, investment management and estate planning.

Dominick holds a Bachelor’s of Science in Chemistry with a Minor in Economics from the State University of New York at Brockport. He supports multiple charities for Breast Cancer research, Autism Speaks and the Smile Train being close to his heart. Dominick loves gardening and resides on Long Island with his wife Kathleen and their five children.

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Rachel A. Heege

Wealth Advisor, Financial Consultant, Insurance Representative

Rachel has worked in the financial services industry for over 14 years. After graduating from college, she joined Gilman Ciocia as an assistant learning the daily operations in both tax and financial planning. Using that experience, Rachel became a Financial Consultant and now specializes in identifying financial solutions for working families. Keeping in line with the company’s founding strategy she can advise clients on tax tactics correlated with their investment selection. She seeks to grow and preserve her clients’ net worth in conjunction with their specific goals, risk tolerance, and time horizon. Rachel develops in-depth and personalized financial plans inclusive of insurance analysis and estate planning.

Rachel has a Bachelor’s degree in Business Management from Johnson & Wales University. Rachel has received her FINRA Series 7 and 66 licenses, and is also licensed to sell Life, Accidental & Health Insurance as well as Variable Life/Variable Annuities in selected states.

Giving back to the community is one of Rachel’s strongest beliefs. She volunteers and fundraisers for Autism as well as serves as a Parent Member at local schools. Rachel resides on Long Island with her two children; Jerry and Lilly.

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Antonella Mullady

Office Adminsitrator

Antonella joined National Tax and Financial Services (formerly: Gilman Ciocia) in 2001. She leverages organizational skills, attention to detail and more than 15 years of experience in the financial services industry to provide excellent client services. Antonella focuses on team development and office efficiencies to ensure the team’s success.

Antonella prides herself on being able to personally assist clients with opening new accounts, handling disbursement requests, as well as mastering operations and procedures for both our tax and financial services clientele. Antonella assists our team with the preparation of client reviews, portfolio proposals and many other aspects of tax and financial planning process. Antonella has a Bachelor’s degree in Marketing Management with minors in Finance and Italian from LaSalle University. Antonella is also is a New York State Notary Public qualified in Suffolk County, New York. Antonella enjoys fine dining, traveling and spending time with her family and friends. She resides in Kings Park, New York with her family.

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Kathleen Ferguson

Enrolled Agent & Tax Practitioner

Kathleen Ferguson is a graduate of St Joseph’s College with a major in Human Relations. She went on to get her Master of Science in Education from Long Island University. She is also an Enrolled Agent with the Internal Revenue Service. As an Enrolled Agent, Kathleen is a federally authorized tax practitioner empowered by the US Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS).

Kathleen started working in the financial and tax planning industry in 2000. For over 17 years Kathleen has been working with clients servicing their financial needs and preparing personal income taxes within the Long Island community. She currently resides in Holtsville and has three children; Lindsay, Kristen and Kevin. She enjoys walking and yoga along with other physical exercise. She is patient, caring and resolves IRS issues. Kathleen prides herself in taking the time to thoroughly explain questions our clients may have to help them gain a better understanding over both their tax and financial lives.

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Margaret E. Hart

Financial Consultant, Insurance Representative

Margaret started working with this company because she believes in treating every client like family. She brings over 20 years of financial services industry experience with her. She began her investment career working in operation departments on Wall Street and in the World Trade Center. She has worked for a variety of financial firms, allowing her to hone her ability to provide individualized service as the only way to efficiently help clients regardless of net-worth. Supporting her clients is her primary focus.

Margaret received her Bachelor’s degree from Dowling College and AAS in Business Administration from Suffolk County Community College. Margaret has received her FINRA Series 7 and 63 licenses and is licensed to sell Life, Accidental & Health Insurance as well as Variable Life/Variable Annuities in selected states. Margaret is also a New York State Notary Public qualified in Suffolk County, New York. Margaret resides in Holbrook, New York with her three children. Margaret supports local charities including Pancreatic Cancer in honor of her mother, as well as Breast Cancer and the American Heart Association.

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Rocco Labbato

Tax Practitioner, Investment Company Representative

Rocco entered the financial services industry in 1996. He has been with National Tax and Financial Services (formerly: Gilman Ciocia) since 1999 and brings with him over 20 years of industry knowledge. Rocco prides himself with being able to personally assist clients during difficult market conditions using in-depth tax and financial analysis. He works closely with each client one-on-one to assist them with their tax and investing needs.

Rocco is a licensed Investment Company/Variable Contracts Representative (Series 6) and Uniform Securities Agent State Law (Series 63) and is also licensed to sell Life, Accidental & Health Insurance as well as Variable Life/Variable Annuities in selected states.

Rocco believes learning is a lifelong process that never ends. He is constantly staying abreast of ever changing rules and regulations by attending classes in finance and taxation. He also enjoys reading, baseball, and volunteers for local elected officials. Rocco resides in East Northport, NY. He is the proud father of five children, four grandchildren and two great-grandchildren.

Daily Market Insights

National’s Chief Market Strategist is the well-known capital markets expert Arthur (Art) Hogan. Between his frequent appearances on CNBC, FOX Business and Bloomberg TV, you can stay up to-date on his latest market insights.

More About National

Securities and Variable Insurance Products offered through National Securities Corporation, Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), a SEC Registered Investment Advisor; a copy of NAM’s Brochure is available at NAM’s web page.  Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® Company.