Skip to main content

Network Capital Services Inc

Expertise You Can Trust

Financial planner in Commack, NY (show on map)
Google 5.0
★★★★★
1 reviews

Personalized financial strategies for retirement, investment, estate, insurance, and tax planning.

Call (631) 366-1999
Navigate to Visit website
Network Capital Services Inc website

About

Network Capital Services is a financial firm dedicated to helping clients achieve their financial objectives through personalized strategies in retirement planning, investment management, estate planning, insurance, and tax optimization. With a team of experienced professionals, the firm provides expert guidance and proactive support to navigate complex financial landscapes and secure long-term financial well-being.

Personalized client focus
Comprehensive service suite (retirement, investment, estate, insurance, tax)
Experienced team with diverse backgrounds

Services

Retirement Planning

Developing personalized strategies to help clients achieve retirement goals.

Risk tolerance assessment Investment strategy development Retirement income planning

Investment Management

Managing portfolios to optimize returns while preserving capital.

Asset allocation Portfolio rebalancing Tax-loss harvesting

Estate Planning

Planning to preserve and distribute assets according to client wishes.

Will and trust creation Probate avoidance Asset protection

Insurance Solutions

Providing tailored insurance products to protect clients' financial well-being.

Life insurance Disability income insurance Long-term care insurance

Tax Planning

Optimizing tax strategies to minimize liabilities and maximize returns.

Tax return preparation Tax strategy development Audit support

Financial Education

Educating clients about financial concepts and investment products.

Workshops One-on-one sessions Online resources

Credentials & Certifications

Certified Financial Planner (CFP)
Since 2000
Enrolled Agent (EA)
Since 1998
Certified Lifetime Trust Counsel (CLTC)
Since 2005

Reviews

Google
Rating
5
★★★★★
Reviews
1
"Moss Kaufman and his team have guided me to a secure financial retirement."

Frequently Asked Questions

Why are the Equity Markets so volatile? +

Equity markets can be volatile due to factors such as Federal Reserve policy, high inflation, global tensions, and historical market corrections.

What should I do with my retirement accounts when I change jobs? +

Consider rolling over the account to an IRA or the new employer’s plan to maintain tax advantages and avoid penalties.

What are red flags for tax auditors? +

Common red flags include unreported income, excessive deductions, complex transactions, and inconsistencies in financial records.

Contact Network Capital Services Inc

Network Capital Services Inc
Category
Financial planner
Wheelchair Accessible
Call (631) 366-1999

Opening Hours

Sunday
Closed
Monday
9 am–5 pm
Tuesday
9 am–5 pm
Wednesday
9 am–5 pm
Thursday
9 am–5 pm
Friday
9 am–4 pm
Saturday
Closed

Location

Location of Network Capital Services Inc, 353 Veterans Memorial Hwy # 210, Commack, NY 11725 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Network Capital Services Inc?

Reach out today to schedule a consultation.

(631) 366-1999

Related Businesses

Listing issue? Report this listing →
Prioritize this listing: Featured Listing →