Long Island Planning Group
6800 West Jericho Turnpike, Syosset, NY 11791
Location & Phone number
About the Business
The Long Island Planning Group, located at 6800 West Jericho Turnpike in Syosset, New York, is a finance institution founded by Robert Israel in 1975. Specializing in offering a wide range of financial products and services, the institution helps clients coordinate their life insurance, health insurance, disability insurance, and long-term care insurance needs with their financial goals. The team at Long Island Planning Group works with both individuals and businesses to create diversified portfolios that align with their specific objectives.
The main goal of the institution is to establish and maintain long-term relationships with clients by understanding their needs and offering experienced financial advice and strategies. Collaboration with clients' advisors such as CPAs, attorneys, bankers, trustees, and trust officers is a key part of their team-oriented approach. Periodic reviews are conducted to ensure that clients' financial goals are being pursued effectively, even as they evolve over time.
Please note that all investments involve risk, including the loss of principal. No strategy can guarantee success or protect against loss. Diversification does not guarantee higher returns or protect against market risk. Clients are encouraged to check the background of the investment professionals at Long Island Planning Group for added peace of mind.
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