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MCINTOSH TAX AND ASSET MANAGEMENT GROUP

Navigate Your Financial Journey with Confidence and Clarity

Financial planner in Hauppauge, NY (show on map)
Google 5.0
★★★★★
15 reviews

Tax and financial services firm with over 20 years of experience on Long Island

Call (631) 951-4800
Navigate to Visit website
MCINTOSH TAX AND ASSET MANAGEMENT GROUP website

About

McIntosh Tax and Asset Management Group is a financial services firm specializing in retirement planning, wealth management, estate strategies, and tax services. With over 20 years of experience on Long Island, they focus on personalized financial solutions for entrepreneurs, executives, and high-net-worth individuals.

Over 20 years of experience on Long Island
Minimum of 2-4 financial reviews annually
Focus on long-term client relationships

Services

Retirement Strategies

Help clients decide which income sources to use first in retirement

Income source prioritization Risk management

Life Insurance

Risk-management tool to protect loved ones and pursue financial goals

Risk protection Financial security

Charitable Giving/Legacy Planning

Create a lasting impact through charitable giving and estate strategies

Legacy creation Charitable strategies

Special Needs Trusts

Financial security for loved ones with disabilities through specialized trust plans

Disability support Trust planning

Debt Management

Personalized plan to achieve financial freedom from debt

Debt reduction Financial freedom

Financial Education

Expand financial literacy through personalized education sessions

Customized learning Concept understanding

Credentials & Certifications

Registered Representative
Investment Adviser Representative

Reviews

Google
Rating
5
★★★★★
Reviews
15
"Bob McIntosh is an extremely dependable financial and tax advisor."

Frequently Asked Questions

Why should everyone have an estate strategy? +

To ensure personal affairs are managed and wealth distributed according to your wishes

How can catch-up contributions after age 50 help retirement savings? +

They can significantly boost retirement balances through increased 401k contributions

What happens to retirement accounts when you change jobs? +

The firm provides guidance on managing retirement accounts during career transitions

Contact MCINTOSH TAX AND ASSET MANAGEMENT GROUP

MCINTOSH TAX AND ASSET MANAGEMENT GROUP
Category
Financial planner
Wheelchair Accessible
Call (631) 951-4800

Opening Hours

Sunday
Closed
Monday
10 am–6 pm
Tuesday
10 am–6 pm
Wednesday
10 am–6 pm
Thursday
10 am–6 pm
Friday
10 am–6 pm
Saturday
Closed

Location

Location of MCINTOSH TAX AND ASSET MANAGEMENT GROUP, 410 Motor Pkwy 2nd Floor, Hauppauge, NY 11788 · View on Google Maps

Screenshot Gallery

MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page
MCINTOSH TAX AND ASSET MANAGEMENT GROUP page

Get in Touch

Ready to work with MCINTOSH TAX AND ASSET MANAGEMENT GROUP?

Reach out today to schedule a consultation.

(631) 951-4800

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