WEALTH MANAGEMENT

Let Us Manage Your Financial Nest Egg

Long Island Tax and Planning will ensure that you are retiring comfortably with a comprehensive financial plan and our extensive wealth management services which include:

• Asset Managment
• Investment Management
• Offering a diverse portfolio of investment products ranging from stocks to mutual funds to annuities.
• IRA and 401k Rollover

TALK TO OUR Raymond James WEALTH MANAGEMENT EXPERT

Prepare Your Family for the Unexpected

There is more to wealth management then saving and investing.  It is also important to prepare for the unexpected when thinking about your finances.

Long Island Tax and Planning can aid in that as well with services that include:

• Life Insurance
• Disability Insurance
• Long Term Care Insurance and more

TALK TO OUR RAYMOND JAMES WEALTH MANAGEMENT EXPERT