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Alex Zourides, CFP, Inc

Financial planner in Melville, NY (show on map)

Alex Zourides, CFP Inc. is a comprehensive financial services firm committed to helping clients improve their long-term financial success through customized programs designed to grow, protect, and conserve assets.

Call (631) 664-2170
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Alex Zourides, CFP, Inc website

About

Alex Zourides, CFP Inc. is a comprehensive financial services firm committed to helping clients improve their long-term financial success. The firm provides customized programs designed to grow, protect, and conserve clients’ assets by delivering personalized service and experience. S

ervices include investments, bonds, common stock, educational IRAs, brokerage accounts, traditional and Roth IRAs, mutual funds, managed money, SEP IRAs, simple IRAs, treasury bills, government securities, treasury notes, variable annuities, financial planning, retirement plans, tax planning strategies, 401(k) 403(b) college planning, estate planning strategies, money management, money purchasing plans, profit sharing plans, insurance (disability income, life, long term care, individual and group health), tax planning, individual and corporate tax preparation, estate & trust returns, and payroll. Alex Zourides is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offering securities in multiple states and providing tax advice and accounting services independently of Equity Services, Inc.

Comprehensive financial services
Personalized client service
Over 20 years of industry experience
Broad range of service offerings including investments, tax planning, insurance, and estate planning

Services

Investments

Management and selection of various investment vehicles including bonds, common stock, mutual funds, managed money, and more.

Bonds Common Stock Educational IRA Brokerage Accounts Traditional IRA Roth IRA Mutual Funds Managed Money SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes Variable Annuities

Financial Planning

Comprehensive planning to address clients' financial goals, including retirement, college planning, and estate planning.

Retirement Plans Tax Planning Strategies 401(k) 403(b) College Planning Estate Planning Strategies Money Management Money Purchasing Plans Profit Sharing Plans

Tax Planning

Strategies to optimize tax efficiency and minimize tax liabilities for individuals and businesses.

Individual Tax Preparation Corporate Tax Preparation Estate & Trust Returns Payroll Sales Tax Tax advice and accounting services

Insurance Planning

Designing insurance solutions to protect clients from financial risks associated with life, health, disability, and long-term care events.

Disability Income Insurance Life Insurance Long Term Care Insurance Individual Health Insurance Group Health Insurance

Estate Planning

Strategies to manage assets during life and ensure their distribution according to the client's wishes after death.

Estate Planning Strategies Special Needs Trusts Will Preparation Trust Administration

Retirement Planning

Planning to ensure financial security and desired lifestyle during retirement years.

401(k) 403(b) Planning Social Security Optimization Retirement Income Strategies RMD Management

Credentials & Certifications

CFP®
ChFC
CLU
CASL
AAMS

Frequently Asked Questions

When do you need a will? +

Right Now.

What is your plan for health care during retirement? +

Extended Care: A Patchwork of Possibilities.

How can I protect my business from the loss of a key person? +

Protecting Your Business from the Loss of a Key Person.

What rate would I need to earn on my savings to reach my retirement goal? +

Use the 'What Rate Would I Need to Earn on My Savings?' calculator to determine the required rate of return.

When should I take Social Security? +

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What is the value of my business? +

Use the 'What is the Value of Your Business?' calculator to ascertain the value for various reasons.

Contact Alex Zourides, CFP, Inc

Alex Zourides, CFP, Inc
Category
Financial planner
Wheelchair Accessible
Call (631) 664-2170

Location

Location of Alex Zourides, CFP, Inc, 734 Walt Whitman Rd # 410, Melville, NY 11747 · View on Google Maps

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Get in Touch

Ready to work with Alex Zourides, CFP, Inc?

Reach out today to schedule a consultation.

(631) 664-2170

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