Enjoy life now while planning for tomorrow. I will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, I provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, I would be glad to help them.
For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.
Bethpage Federal Credit Union has been serving its members and their communities for over 75 years. Just like when we first opened our doors for Grumman employees in 1941, we’re keeping our promise to continuously meet the changing needs of our members with personal service and value.
We offer a full spectrum of products and services to meet the growing financial needs of our members with great rates and low fees. As a credit union, we believe banking is about more than just numbers. We want to help members achieve their dreams by offering an alternative to big banks.
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm’s reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Our mission is simple: to provide innovative and practical financial programs for our valued clients.
We are in the business of making dreams come true. Whether that’s helping you finance your first home, your latest vehicle, or your dream wedding. We know planning your big day means incurring big expenses. From flowers to transportation, and don’t forget the gown! Don’t regret cutting out certain vendors or details later on. Make your special day as beautiful as your love story. So if you want an open bar or to upgrade your photography package, we can provide you and your future spouse with an affordable solution. Our Wedding Loans are specially designed for couples that are on a budget. And nowadays, who isn’t? With low-rates, our Wedding Loan can help you achieve the wedding you both have been dreaming of.
Protect Your Future. Build Your Wealth.
Every day, you face numerous decisions that can have a far-reaching impact on your financial well-being. You want to make well-informed decisions, but you’re inundated by waves of “how-to” financial planning tips, seminars, advice and strategies. Without proper guidance, this maze of information can be overwhelming.
At Wealth Advisory Group our philosophy is rooted in common sense and a proven record of intelligent financial guidance. For more than 75 years we have been guiding individuals and businesses through every stage of the financial life cycle.
Our primary goal is to empower you with sound financial strategies that can help you achieve your full financial potential. Wealth Advisory Group will help you discover and implement powerful wealth accumulation, asset protection and tax savings strategies to enhance your lifestyle. Whether you’re starting out in a career, building a family, running a business, or preparing for retirement … let us show you how to derive the most from your wealth today, while preserving its value for tomorrow’s generation.
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS) OSJ: 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.