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Finest Retirement Services

Financial advisor in Hauppauge, NY (show on map)

Finest Retirement Services provides comprehensive retirement planning, business planning, portfolio management, and insurance solutions for military members, NYPD retirees, and business owners.

Call (631) 897-0520
Navigate to Visit website
Finest Retirement Services website

About

Finest Retirement Services is dedicated to helping military members, NYPD retirees, and business owners achieve secure retirement through tailored retirement planning, business planning, portfolio management, and insurance solutions. With advisors who have firsthand experience in civil service and financial planning, the firm addresses unique challenges such as pension planning, asset allocation, and risk management.

Specialized retirement planning for military members and NYPD retirees
Personalized business planning for business owners
Retired NYPD Sergeant as President/Lead Advisor

Services

Retirement Planning

Comprehensive retirement planning tailored to military members, NYPD retirees, and business owners.

Pension planning Asset allocation Security analysis Business planning

Business Planning

Strategic planning for business owners to optimize financial outcomes.

Business valuation Succession planning Tax optimization

Portfolio Management

Ongoing management of investment portfolios with a focus on risk and return.

Asset allocation Security analysis Risk management

Insurance Solutions

Tailored insurance products to protect financial well-being.

Life insurance Long-term care insurance Risk management

Credentials & Certifications

Member FINRA/SIPC
Registered Investment Adviser

Contact Finest Retirement Services

Finest Retirement Services
Category
Financial advisor
Wheelchair Accessible
Call (631) 897-0520

Location

Location of Finest Retirement Services, 1300 Veterans Memorial Hwy # 120, Hauppauge, NY 11788 · View on Google Maps

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Get in Touch

Ready to work with Finest Retirement Services?

Reach out today to schedule a consultation.

(631) 897-0520

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