Moskowitz & Simons

Tax preparation service in Lynbrook, NY (show on map)

4.0

★★★★☆

8 reviews

KPStein CFP® Inc, DBA Moskowitz and Simons offers comprehensive financial solutions including wealth management, investments, financial planning, tax planning, insurance planning, college savings, and estate planning services.

Call (516) 887-1605

Navigate to Visit website

About

KPStein CFP® Inc, DBA Moskowitz and Simons is a financial services firm dedicated to guiding clients toward financial success through personalized advice and comprehensive strategies in wealth management, investments, financial planning, tax planning, insurance planning, college savings, and estate planning. The firm emphasizes client objectives, high-quality service, and a proactive approach to financial management, offering tailored solutions to help clients achieve their financial goals.

Independence in investment approach

Access to a wide array of investment products

Comprehensive, ongoing financial planning process

Fiduciary approach with Halliday Private Trust

Integration of insurance planning to mitigate risks

Services

Wealth Management

Our Approach: Dedicated to serving wealthy families through mutual trust, integrity, and intimacy, focusing on a discovery process to identify factors impacting wealth and preservation, developing comprehensive wealth management plans, and providing attentive service and personal counsel.

Discovery process to identify wealth factors Comprehensive wealth management plans Attentive service and personal counsel

Investments

Independence is the hallmark of our investment approach, providing access to every major investment category necessary for achieving clients' goals, including mutual funds, fixed and variable annuities, cash management, managed fixed income, managed equities portfolios, brokerage accounts, equities, ETFs, and bond portfolios.

Access to a wide array of investment products Customized structured products solutions Stock and bond portfolios with Pershing custodial services Separately Managed Accounts with Northshore Funds Investment Management

Financial Planning

Think of a comprehensive financial plan as a road map, illustrating important goals in your financial life and the best way to achieve them through a dynamic, ongoing process that starts with defining your vision of financial success and tracking progress along the way.

Comprehensive, ongoing financial planning process Tailored plans with actionable information and recommendations Benefits including clarity of purpose, reduced fear of the future, retirement planning, wealth accumulation, and protection of precious assets

Estate Planning

Through Halliday Private Trust, protection and provision for family members is prioritized, offering independent insight and leadership with a fiduciary approach, integrating seamlessly with financial advisors to provide top trust technology and administrative support.

Halliday Private Trust for family wealth preservation Fiduciary approach with ISO 9001 quality management Integration with financial advisors for seamless service

Insurance Planning

An effective Wealth Management Plan recognizes the need to address risks such as estate taxes, long-term care costs, and loss of income through insurance, providing efficient solutions to reduce or eliminate these risks.

Risk assessment for estate taxes, long-term care, and income loss Insurance solutions to mitigate identified risks

College Savings

Fleming Wealth Management provides strategies designed for provision of the highest quality services, including college savings planning as part of comprehensive financial solutions.

Strategies for college savings planning Integration with overall financial planning and wealth management