LONG ISLAND PLANNING GROUP

Our goal is to establish and maintain a relationship with our clients. After meeting with potential clients, we determine which available options best suit our clients' needs. Long Island Planning Group represents over 25 insurance companies, allowing us to secure competitive rates and opportunities. Coordination with the clients' advisors including their CPAs, attorneys, bankers, trustees and trust officers is essential to our team oriented approach. Our periodic reviews help clients manage their goals and adapt to change over time... The Long Island Planning Group, Ltd., founded by Robert Israel, has been in business since 1975 offering access to financial products and services. We help our clients coordinate their life insurance, health insurance, disability insurance and long term care insurance needs with their financial goals. We work with our clients, both individuals and businesses, to create a diversified portfolio that recognizes their objectives.

Also known as: Long Island Planning Group, Ltd

Primary location: Syosset United States