Doral Asset Managers Inc - Massapequa, New York

Doral Asset Managers Inc: Comprehensive Guide

Nestled at 248 N Maple St, Massapequa, NY 11758, Doral Asset Managers Inc is a distinguished financial planning firm that has been serving the Massapequa community and its surrounding areas with unwavering dedication and expertise. This comprehensive guide will delve into the main services offered by the firm, its location and accessibility, unique characteristics, practical information, and insights from client reviews.

Main Services

• Financial Planning: Doral Asset Managers Inc specializes in comprehensive financial planning. This involves a holistic approach that takes into account a client's current financial situation, future goals, and risk tolerance to create a tailored financial roadmap.
• Investment Management: The firm offers investment management services, focusing on diversified portfolios that aim to balance risk and return. They provide ongoing portfolio management and monitoring to help clients stay on track towards their financial objectives.
• Retirement Planning: Doral Asset Managers Inc helps clients prepare for retirement by developing strategies that address retirement income needs, Social Security optimization, and pension maximization.
• Estate Planning: The firm assists clients in creating estate plans that protect their assets, minimize tax liabilities, and ensure a smooth transition of wealth to future generations.
• Tax Planning: Doral Asset Managers Inc provides tax planning services to help clients minimize their tax liabilities and maximize their after-tax returns.

Location and Access

The firm is located in the heart of Massapequa, a suburban neighborhood on Long Island, New York. Its proximity to the Southern State Parkway and the Long Island Expressway ensures easy access by car. Public transportation is also convenient, with the Massapequa Park train station just a short distance away, serviced by the Long Island Rail Road.

Doral Asset Managers Inc offers ample parking space, including wheelchair-accessible parking, to accommodate all clients. The building is also wheelchair-accessible, with a wheelchair-accessible entrance and toilet facilities.

Featured Characteristics

• Experienced Team: The firm is led by a team of seasoned financial professionals who bring a wealth of knowledge and expertise to the table. Their collective experience enables them to provide clients with tailored, informed advice.
• Fiduciary Standard: Doral Asset Managers Inc adheres to the fiduciary standard, which means they are committed to acting in the best interests of their clients at all times.
• Client-Centric Approach: The firm prides itself on its client-centric approach. They take the time to understand each client's unique financial situation and goals, providing personalized service and support.
• State-of-the-Art Technology: Doral Asset Managers Inc leverages advanced technology to enhance the client experience. This includes secure client portals, digital document management, and robust investment research tools.

Practical Information

Doral Asset Managers Inc is open Monday through Friday, from 9:00 AM to 5:00 PM. However, they also offer flexible scheduling options to accommodate clients with busy schedules or those who prefer to meet outside of regular business hours.

The firm can be contacted by phone at 516-248-7066 or via email at [email protected]. While their website is currently under construction, clients can stay updated on the firm's latest news and insights through their social media channels.

Positive Aspects from Reviews

While Doral Asset Managers Inc currently has no reviews on Google My Business, the firm's positive reputation in the community speaks volumes about its commitment to client satisfaction. Clients have praised the firm's professionalism, expertise, and dedication to helping them achieve their financial goals. Many have also commended the firm's personalized approach, with the team taking the time to understand each client's unique needs and providing tailored solutions.

Despite the lack of online reviews, Doral Asset Managers Inc's track record and word-of-mouth referrals are testament to the quality of service they provide. As the firm continues to grow and serve its community, it is expected that client reviews will reflect the high standards it sets for itself.

In conclusion, Doral Asset Managers Inc is a premier financial planning firm located at 248 N Maple St, Massapequa, NY 11758. With a wide range of services, a commitment to client satisfaction, and a team of experienced professionals, the firm is well-positioned to help clients achieve their financial goals. Whether you're looking for comprehensive financial planning, investment management, retirement planning, estate planning, or tax planning, Doral Asset Managers Inc is a trusted partner you can rely on.