A & M Financial Services, LLC

Financial planner in Westbury, NY (show on map)

3.0

★★★☆☆

2 reviews

A&M Financial Services is a financial planning and wealth management firm.

Call (516) 938-5616

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About

Our team of experienced financial planners and advisors will work with you to create a personalized financial plan that addresses your unique needs and goals.

Services

Financial Planning

Complete financial planning services, including debt management, retirement and college planning, cash flow optimization.

Retirement Planning

Retirement planning services, including saving, investing, and planning for retirement income.

Estate Planning

Estate planning services, including preserving and distributing assets efficiently.

Tax Planning

Tax planning services, including maximizing tax savings and ensuring compliance.

Insurance Solutions

Customized insurance solutions for individuals and businesses.

Business Support and Solutions

Business support and solutions, including financial guidance and planning.

Credentials & Certifications

Dolores Mitchell

Nicholas Agnone, CPA

Peter Craig, CFP

Reviews

Rating

★★★☆☆

Reviews

"Very Professional with current and profitable investment strategies."

Frequently Asked Questions

What services do you offer? +

We offer financial planning, retirement planning, estate planning, tax planning, insurance solutions, and business support services.

How do you approach financial planning? +

We take a holistic approach, considering all aspects of your financial life to create a customized plan that aligns with your unique circumstances and goals.