North Shore Wealth Management Group, LLC - Massapequa, New York
Address: 5000 Merrick Rd, Massapequa, NY 11758, United States.
Phone: 5165768886.
Website: northshorewmg.com
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, On-site parking.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of North Shore Wealth Management Group, LLC
⏰ Open Hours of North Shore Wealth Management Group, LLC
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
North Shore Wealth Management Group, LLC: A Comprehensive Overview
North Shore Wealth Management Group, LLC is a reputable financial institution located at 5000 Merrick Rd, Massapequa, NY 11758, United States. With a strong focus on providing personalized financial services, this company has established itself as a trusted resource for individuals and families seeking expert guidance in managing their wealth.
Main Services
- Financial Planning: North Shore Wealth Management Group, LLC offers comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
- Investment Management: The company provides investment management services, including portfolio management, asset allocation, and investment research.
- Insurance Services: North Shore Wealth Management Group, LLC offers a range of insurance services, including life insurance, health insurance, and disability insurance.
- Annuities: The company provides annuity services, including fixed annuities, variable annuities, and indexed annuities.
- Retirement Planning: North Shore Wealth Management Group, LLC helps clients create customized retirement plans, including retirement income planning and investment strategies.
- Estate Planning: The company provides estate planning services, including wills, trusts, and powers of attorney.
- Tax Planning: North Shore Wealth Management Group, LLC offers tax planning services, including tax planning, tax preparation, and tax planning for high net worth individuals.
Location and Access
North Shore Wealth Management Group, LLC is conveniently located at 5000 Merrick Rd, Massapequa, NY 11758, United States. The company is easily accessible by car, with a wheelchair-accessible car park and entrance. On-site parking is also available, making it convenient for clients to visit the office.
Featured Characteristics
North Shore Wealth Management Group, LLC is known for its unique characteristics, including its commitment to providing personalized service, its expertise in financial planning, and its focus on helping clients achieve their financial goals.
- Wheelchair-accessible car park and entrance
- On-site parking
- Convenient location in Massapequa, NY
- Expert financial planning and investment management services
- Commitment to personalized service
- Focus on helping clients achieve their financial goals
Practical Information
For those seeking to contact North Shore Wealth Management Group, LLC, the company can be reached by phone at 516-576-8886 or by visiting its website at northshorewmg.com. The company is open during regular business hours and is available to answer questions and provide guidance to clients.
Opinions
North Shore Wealth Management Group, LLC has received overwhelmingly positive reviews from clients, with an average rating of 5/5 on Google My Business. Clients have praised the company's helpful and knowledgeable staff, particularly Joe D, who is known for being thorough in answering questions and providing personalized guidance.
Some of the positive aspects mentioned in reviews include:
- Very helpful and knowledgeable staff
- Thorough in answering questions and providing personalized guidance
- Commitment to providing personalized service
- Expertise in financial planning and investment management
- Convenient location and accessible parking
👍 Reviews of North Shore Wealth Management Group, LLC
