<!–
How does the advisor help clients – Key Takeaways:
LONG ISLAND WEALTH MANAGEMENT, INC. is a highly experienced and knowledgeable financial advisor that specializes in providing personalized wealth management solutions for individuals and businesses. They are dedicated to helping their clients achieve their financial goals by providing expert guidance and comprehensive financial planning services.
- Highly experienced and knowledgeable financial advisor
- Specializes in personalized wealth management solutions
- Dedicated to helping clients achieve financial goals
- Provides expert guidance and comprehensive financial planning services
Facts and Insights
LONG ISLAND WEALTH MANAGEMENT, INC. has been in business for over 20 years and has a team of experienced financial advisors who have a diverse background in finance, accounting, and investment management. They take a holistic approach to financial planning, considering all aspects of their clients’ financial situation to create a customized and comprehensive plan that meets their unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million* | 10+ | Over 20 years |
*As of [current year]
Financial Services Offered
LONG ISLAND WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients navigate the complexities of the financial world and achieve their goals. Their services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Education funding
- And more
Client Types
LONG ISLAND WEALTH MANAGEMENT, INC. serves a diverse range of clients, including individuals, families, small business owners, and corporations. They have the expertise and resources to tailor their services to meet the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
LONG ISLAND WEALTH MANAGEMENT, INC. operates on a fee-only compensation structure, meaning they do not earn any commissions or incentives for selling specific products. This ensures that their advice is always in the best interest of their clients and helps them avoid any potential conflicts of interest.
Background
The team at LONG ISLAND WEALTH MANAGEMENT, INC. has a diverse background in finance, accounting, and investment management, with advanced degrees and professional certifications. They are committed to staying up-to-date with the latest industry trends and regulations to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know
LONG ISLAND WEALTH MANAGEMENT, INC. is a registered investment advisor (RIA) and is required to disclose any potential conflicts of interest or disciplinary events. However, they have a clean regulatory record, with no disclosures to report.
<!–
–>