Comprehensive Planning Solutions
We take a cross-disciplinary approach to provide you with a custom blueprint to achieve your goals, dreams and aspirations:
*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.
An Intentionally Defective Grantor Trust: A Powerful Estate Planning Tool
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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