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Legacy Group Specialized Services:

Comprehensive Planning Solutions

We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:

Financial Planning
Retirement Planning
Estate & Trust Planning*

EXPLORE

Wealth Management
Fee Based Managed Accounts
Riskalyze

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Annuities
Disability Insurance
Life Insurance
Long Term Care

EXPLORE

Buy Sell Planning*
Business Succession
Executive Benefits

EXPLORE

*Neither MML Investors Services, LLC nor any of its employees or agents are authorized to give legal or tax advice.  Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

What We Do

3D Planning Approach

Our planning philosophy is rooted in a process that ensures that decisions are made through a collaboration of financial, legal and accounting perspectives. This allows us to identify coordination gaps in your existing plans and new planning opportunities.

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Accumulating & Growing your Assets

You are making significant income and want to grow your assets

You have a growing list of plans you need to prepare for

Ensure the important people in your lives are taken care of

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Protecting & Preserving Your Legacy

Your full portfolio can be complex and needs to last for you and beyond

Your transition from actively working to actively living poses new questions

You want the business you created positioned for continued success

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Helpful Articles

View helpful articles here to help with questions you may have regarding your financial journey.

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Small Gifts – Big Impact: Why Annual Exclusion Gifting is a Great Estate Planning Tool

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Estate Planning With SLATs Helps Clients Avoid Taxes, Yet Keep Control

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Legacy Group Specialized Services:

Get In Touch With Us Any Time

We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:

LOCATIONS

Nassau
6800 Jericho
Turnpike
Suite 202W
Syosset, NY
11791

Suffolk
1393 Veterans
Memorial Highway
Suite 307 S
Hauppauge, NY
11788

Queens
2112 Broadway
Astoria, NY
11106

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