Broker Check

For many years now, we've enjoyed the privilege of helping you, and others, remove the complexity from the financial planning process. And while all that remains true, we're now entering a new phase for our practice, as we launch a new look and client-facing identity.

As we continue to grow and evolve - including growing our team and expertise - we believe it's important to have our own brand identity. None of these changes will impact the service you receive from us, but instead, will simply present a new look and feel for our clients to engage with.

So what's changed?

In short, our name, our logo, and our website. While still under the Cetera Investors umbrella, our new name - Long Island Financial Planning Group - will create a more independent identity for us.

what Hasn't changed?

Our team's commitment to our clients, the knowledge we bring them, and our drive to ensure we're consistently delivering unmatched value, and retirement income planning expertise. There will be no changes to your accounts, management plans, or primary contact person.

So, if you receive something from Long Island Financial Planning Group, know that it's still us! 

We're confident that you will be as excited about our new brand as we are, and we look forward to continuing to serve you, and helping you meet your retirement planning goals.