Plan Today For a Better Tomorrow
One phone number for all your financial needs. From Investment, Retirement, Estate, Education, Tax and Charitable Planning, MAP Estate Planning will be your main contact.
Make sure your advisor has the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
For three generations, honesty, integrity, and trust remain the cornerstones of our practice.
Creating Your Plan for Financial Independence
What does financial freedom look like for you? It all starts with a Plan.
When Markets React
Risk Tolerance: What’s Your Style?
Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way.
The CERTIFIED FINANCIAL PLANNER™ designation is the standard of excellence in financial planning. CFP® professionals meet strict education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Every CFP® has a fiduciary responsibility to focus on your best interests.
Partner & Registered Representative
(516) 616-7000 x102
(516) 616-7000 x101
Partner, Branch Manager & Registered Representative
(516) 616-7000 x105
Client Service Associate
(516) 616-7000 x106
(516) 616-7000 x103
Special Projects Manager
(516) 616-7000 x104
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
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