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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.

Helpful Articles

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

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An Intentionally Defective Grantor Trust: A Powerful Estate Planning Tool

Estate planning is an essential aspect of wealth management, and it involves developing strategies to…
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Are You Prepared for Retirement?

As individuals plan for retirement, understanding the complexities of Medicare becomes increasingly important. One such…
end or year in the winter time in big city at night with illuminated Christmas tree under tower walkway
Uncategorized

Five Things To Do Before End Of Year To Solidify Your Finances

The rush and excitement of the end of year is in full swing as you…
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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