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: Comprehensive Financial Services on Long Island
Nestled in the heart of Massapequa, New York, North Shore Wealth Management Group, LLC, a distinguished financial institution, offers a wide array of services tailored to meet the unique financial needs of its clients. With a commitment to personalized attention and expert guidance, this boutique firm has established itself as a trusted partner for individuals and families seeking to secure their financial future.
Main Services
- Wealth Management: North Shore Wealth Management Group provides comprehensive wealth management solutions, designed to grow, preserve, and transfer clients' wealth across generations. Their approach includes tailored investment strategies, risk management, and tax planning.
- Retirement Planning: The firm helps clients prepare for retirement by creating effective retirement plans that address income needs, healthcare costs, and legacy planning. They offer guidance on retirement accounts, Social Security optimization, and pension maximization.
- Investment Management: North Shore Wealth Management Group offers discretionary and non-discretionary portfolio management services. Their investment strategies are based on rigorous research and a deep understanding of each client's financial goals, risk tolerance, and time horizon.
- Insurance Planning: The firm helps clients protect their assets and loved ones through strategic insurance planning. They provide guidance on life, disability, long-term care, and umbrella insurance policies, ensuring clients have the right coverage at the right price.
- Estate Planning: North Shore Wealth Management Group assists clients in creating comprehensive estate plans that protect their assets, minimize taxes, and ensure a smooth transition of wealth to their heirs. Their services include wills, trusts, powers of attorney, and healthcare directives.
Location and Access
North Shore Wealth Management Group is conveniently located at 5000 Merrick Road, Massapequa, NY 11758, in the heart of Long Island. The office is easily accessible from major highways, including the Long Island Expressway (I-495) and the Southern State Parkway (Sagtikos State Parkway).
For clients who prefer public transportation, the firm is approximately a 15-minute walk from the Massapequa Park Long Island Rail Road station, which services the Babylon Branch. Additionally, several Nassau Inter-County Express (NICE) bus routes serve the area, with stops nearby the office.
Ample on-site parking is available for clients and visitors, with accessible parking spaces reserved for those with disabilities. The building and office are wheelchair-accessible, ensuring that all clients can access the firm's services with ease.
Featured Characteristics
- Experienced Team: North Shore Wealth Management Group's team of financial professionals brings decades of collective experience to the table. They are dedicated to providing objective, unbiased advice and maintaining the highest standards of integrity and professionalism.
- Fiduciary Duty: As a fee-only firm, North Shore Wealth Management Group adheres to a fiduciary duty, putting clients' interests first and avoiding conflicts of interest that can arise from commissions or other forms of compensation.
- Customized Solutions: The firm recognizes that each client's financial situation is unique. They take the time to understand each client's goals, concerns, and circumstances, creating personalized plans that address their specific needs.
- Client-Centric Approach: North Shore Wealth Management Group prides itself on its client-centric approach. They foster long-term relationships with clients, providing ongoing support, education, and periodic reviews to help clients stay on track towards their financial objectives.
Practical Information
- Contact Information
- Address: 5000 Merrick Rd, Massapequa, NY 11758, United States
- Phone: 516-576-8886
- Website: northshorewmg.com
- Office Hours: Monday through Friday, 9:00 AM to 5:00 PM. The firm also offers evening and weekend appointments by request.
- Initial Consultation: North Shore Wealth Management Group offers a complimentary, no-obligation initial consultation to discuss potential clients' financial goals and determine if the firm is the right fit for their needs.
Positive Aspects from Client Reviews
North Shore Wealth Management Group has received glowing reviews from its clients, with an average rating of 5/5 on Google My Business. Several reviews mention the following positive aspects:
- Expertise and Knowledge: Clients consistently praise the firm's team for their deep knowledge of financial planning, investments, and insurance. They appreciate the thorough and patient explanations provided, ensuring they understand their financial plans and decisions.
- Personalized Attention: Many clients highlight the personalized and tailored approach taken by North Shore Wealth Management Group. They appreciate the time and effort the team invests in understanding their unique financial situations and goals.
- Accessibility and Communication: Clients commend the firm's ease of access and excellent communication skills. They feel that the team is always available to answer questions and provide support, making the financial planning process stress-free and engaging.
- Professionalism and Integrity: North Shore Wealth Management Group's commitment to a fiduciary duty and maintaining the highest ethical standards is evident in clients' reviews. They appreciate the firm's transparency, objectivity, and dedication to helping them achieve their financial objectives.
In conclusion, North Shore Wealth Management Group, LLC, offers a comprehensive suite of financial services tailored to the unique needs of Long Island residents and beyond. With a commitment to personalized attention, expert guidance, and a client-centric approach, the firm has established itself as a trusted partner for individuals and families seeking to secure their financial future. Conveniently located in Massapequa, New York, and with a team of experienced professionals, North Shore Wealth Management Group is well-positioned to help clients navigate the complex world of finance and achieve their financial goals.
👍 Reviews of North Shore Wealth Management Group, LLC
