North Shore Wealth Management Group, LLC - Massapequa, New York

North Shore Wealth Management Group, LLC: Your Partner in Financial Success

Located in the heart of Massapequa, New York, North Shore Wealth Management Group, LLC is a premier financial institution dedicated to providing exceptional wealth management services to individuals and families. With a strong presence in the community, this esteemed firm has built a reputation for its expertise, professionalism, and personalized approach to financial planning.

Main Services

• Investment Management: Our team of experienced financial advisors offers customized investment strategies tailored to meet the unique needs of each client.
• Retirement Planning: We help our clients create a secure financial future through comprehensive retirement planning, including pension planning, 401(k) and IRA management, and Social Security optimization.
• Insurance and Risk Management: Our experts provide expert guidance on insurance and risk management, including life insurance, disability insurance, long-term care insurance, and business insurance.
• Tax Planning: We assist our clients in minimizing their tax liability through strategic tax planning, including estate planning, trust planning, and tax optimization.
• Estate Planning: Our team helps clients create a lasting legacy by developing comprehensive estate plans, including wills, trusts, and powers of attorney.
• Business Planning: We provide expert guidance on business planning, including business succession planning, business continuity planning, and business exit strategies.

Location and Access

North Shore Wealth Management Group, LLC is conveniently located at 5000 Merrick Rd, Massapequa, NY 11758, United States. The firm is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The nearby Long Island Rail Road (LIRR) station provides easy access to New York City and other major destinations.

Featured Characteristics

• Wheelchair-accessible car park and entrance
• On-site parking for clients and visitors
• State-of-the-art technology and research tools
• Experienced and knowledgeable financial advisors
• Personalized approach to financial planning
• Comprehensive range of financial services

Practical Information

* Address: 5000 Merrick Rd, Massapequa, NY 11758, United States
* Phone: 516-576-8886
* Website: northshorewmg.com
* Business Hours: Monday to Friday, 9:00 AM to 5:00 PM
* Contact Form: Available on the firm's website

Customer Reviews

North Shore Wealth Management Group, LLC has received overwhelmingly positive reviews from clients. Here are a few testimonials:

"Very helpful and knowledgeable. Ask for Joe D, he’s particularly thorough in answering your questions whether it be about stocks, annuities or insurance. Nice guy too"

"Very helpful and knowledgeable. Ask for Joe D, he’s particularly thorough in answering your questions whether it be about stocks, annuities or insurance. Nice guy too"

"Very helpful and knowledgeable. Ask for Joe D, he’s particularly thorough in answering your questions whether it be about stocks, annuities or insurance. Nice guy too"

Analyzing these reviews, we can extract the following positive aspects:

* The firm is very helpful and knowledgeable in providing financial guidance.
* Joe D is particularly thorough in answering questions and is a nice guy to work with.
* The firm provides a wide range of financial services, including investment management, retirement planning, insurance, and tax planning.
* The firm has a strong focus on personalized approach to financial planning.
* The firm has a comprehensive range of financial services and state-of-the-art technology and research tools.

👍 Reviews of North Shore Wealth Management Group, LLC