financial planning service merrick ny

Feel Confident About Your Finances

We offer financial planning services in Merrick, NY

Investing in the market can be an overwhelming process. Helping you find out your risk tolerance and designing an asset allocation plan is where we begin to help.
You will work with a team of skilled accountants and financial planning professionals to create a customized plan for your financial future.
Schedule your consultation for financial planning services today at our office in Merrick, NY.

Why hire a financial planner - HERE ARE SOME REASONS WHY...

Facing financial uncertainty is stressful—but you can feel confident about your financial future when you rely on LaLuna, Cohen & Lampert for financial planning services in Merrick, NY.

Here are some reasons why you should hire a financial planner:

  • Investment Portfolio Design
  • Retirement Planning
  • Home Sale or Purchase
  • Insurance
  • Monthly Budgeting
  • College Planning

Whether you’re looking for ways to save money on your taxes or set aside funds for your retirement beach house, trust our financial planning experts to help you make the best financial decisions. Call our firm in Merrick, NY today to learn more about our financial planning services.

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