Long Island Financial Services Group

Financial planner in Patchogue, NY (show on map)

3.7

★★★★☆

3 reviews

Full-service independent Tax & Financial Planning firm serving individuals and small business owners in Patchogue/Medford, NY.

Call (631) 580-2452

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About

Long Island Financial Services Group, Inc. is a full-service independent Tax & Financial Planning firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and small business owners.

By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to reach them. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Independent Tax & Financial Planning Firm

Comprehensive Service Offering

Over 10 Years of Experience

Services

Cash Flow Analysis & Budgeting

Assists clients in managing their cash flow and creating budgets to align with financial goals.

Personalized cash flow assessment Budget creation tools Ongoing monitoring

Tax Management

Provides expert tax preparation and planning services for individuals and small businesses.

IRS Enrolled Agent services Year-round tax planning Audit support

Investment Management

Offers personalized investment advisory services to help clients grow and protect their wealth.

SEC Registered Investment Advisor services Customized portfolio management Risk assessment

Retirement Strategies

Helps clients plan for a secure retirement through comprehensive retirement planning services.

401(k) information requests Retirement income analysis Estate planning integration

Education Planning

Assists families in planning and funding their children's education.

College funding calculators 529 plan guidance Financial aid analysis

Estate Conservation

Provides comprehensive estate planning services to preserve and transfer wealth efficiently.

Will and trust preparation Estate tax planning Probate avoidance strategies

Credentials & Certifications

CFP (Certified Financial Planner)

EA (IRS Enrolled Agent)

RR (Registered Representative)

IAR (Investment Adviser Representative)

Independent Life & Health Insurance Agent

Senior Loan Officer

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What is the difference between an HMO and a PPO? +

HMOs (Health Maintenance Organizations) typically require you to choose a primary care physician and get referrals to see specialists, while PPOs (Preferred Provider Organizations) offer more flexibility to see specialists without referrals and usually have a network of preferred providers.

How can a living trust help me control my estate? +

A living trust allows you to retain control over your assets during your lifetime while specifying how they should be distributed after your death, potentially avoiding probate and providing privacy.

What are the basic types of life insurance? +

The basic types of life insurance are term life, whole life, universal life, and variable life, each offering different levels of coverage duration, cash value accumulation, and flexibility.

How likely am I to need long-term care? +

The likelihood of needing long-term care increases with age, with statistics showing that about 70% of individuals over 65 will require some form of long-term care services.

What does Medicare cover? +

Medicare covers hospital insurance (Part A), medical insurance (Part B), prescription drug coverage (Part D), and supplemental plans (Medigap), providing a range of healthcare services for eligible individuals.

How can I maximize my insurance benefits? +

To maximize insurance benefits, ensure you understand policy terms, maintain accurate coverage levels, utilize all available riders, and regularly review and adjust coverage as life circumstances change.