500 Bi County Blvd., Suite 465, Farmingdale, New York, 11735
Main:
(631) 753-1212
Fax:
(631) 794-2344
Call Today
Finance & Insurance > Financial Planning & Investments
We will walk you through a step-by-step process that will help you feel confident in your estate, retirement and legacy planning decisions. A comprehensive plan will safeguard your real and personal property. There are multiple factors to consider within your plan to safeguard your income while you are working, while you are enjoying your retirement, and protecting your estate. Estate planning is a complex field that involves many areas including wills, trusts, insurance, accounting and business continuation. Proper estate planning allows for a passing of lifetime accumulations to those that you love and reduces a financial burden. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
Monday:
9:00am
to 5:00pm
Tuesday:
9:00am
to 5:00pm
Wednesday:
9:00am
to 5:00pm
Thursday:
9:00am
to 5:00pm
Friday:
9:00am
to 5:00pm
Saturday:
Closed
Sunday:
Closed
Tags: Disability Insurance, Retirement Planning, Estate Planning, Legacy Planning, Life Insurance
Products: Long Term Care Insurance, Disability Insurance, Retirement Planning, Estate Planning, Legacy Planning, Life Insurance
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