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Garden City Financial Group Inc.

Financial planner in Garden City, NY (show on map)

We encourage you to explore our site and learn more about how we can help you reach your goals especially for retirement, estate planning, insurance and investing.

Call (516) 280-9090
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Garden City Financial Group Inc. website

About

Garden City Financial Group is a comprehensive financial services firm committed to helping you work towards the goal of improving your long-term financial success. Our customized programs are designed to help grow and conserve your wealth by delivering an professional level of personalized service.

We provide sound and personalized advice in the often confusing world of financial planning, covering retirement planning, insurance planning, estate planning, and investment management.

Personalized service
Comprehensive financial planning
Tailored investment strategies

Services

Financial Planning

We review your current 401k plan, IRA, and other accounts to ensure you are on track for retirement and provide a personalized financial plan.

Retirement plan review Risk tolerance assessment Goal identification

Investments

We assist with IRA rollovers, mutual funds, ETFs, annuities, bonds, and other investment vehicles to help you achieve your financial goals.

IRA rollovers Mutual funds ETFs Annuities Bonds Stocks

Insurance Planning

We offer life insurance, long-term care insurance, and business buy-sell agreements to protect your family and business.

Term and permanent life insurance Long-term care insurance Business buy-sell agreements

Credentials & Certifications

Series 7
Series 63
Series 65

Frequently Asked Questions

Do you have a Financial Plan or Retirement plan that you are unsure about especially in this market? +

We can review your portfolio to ensure it aligns with your goals and risk tolerance.

Is Your Family Protected? +

Schedule a review of your insurance needs to ensure adequate coverage.

Contact Garden City Financial Group Inc.

Garden City Financial Group Inc.
Category
Financial planner
Wheelchair Accessible
Call (516) 280-9090

Location

Location of Garden City Financial Group Inc., 100 Garden City Plaza #204, Garden City, NY 11530 · View on Google Maps

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Get in Touch

Ready to work with Garden City Financial Group Inc.?

Reach out today to schedule a consultation.

(516) 280-9090

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