Retirement benefits in Sag Harbor, New York

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Beard Asset Management, your trusted partner in financial success. Conveniently located at 126 Main Street, Sag Harbor, New York, we specialize in providing personalized asset management solutions to help you achieve your financial goals. With years of experience in the finance industry, our team of dedicated professionals is committed to offering expert advice and tailored strategies that align with your unique needs and aspirations. At Beard Asset Management, we understand that each client is different, which is why we take a personalized approach to managing your assets. Whether you're planning for retirement, looking to grow your wealth, or seeking guidance on investment opportunities, we are here to support you every step of the way. Our comprehensive range of services includes investment planning, portfolio management, risk assessment, and financial consulting.