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: A Comprehensive Guide
Nestled at 5000 Merrick Rd, Massapequa, NY 11758, United States, North Shore Wealth Management Group, LLC is a distinguished financial institution that has been serving the community with unparalleled expertise and dedication. This comprehensive guide will delve into the main services, location and accessibility, unique features, practical information, and positive aspects highlighted in customer reviews.
Main Services
North Shore Wealth Management Group, LLC offers a wide array of services designed to cater to diverse financial needs. Their main services include:
- Investment Management: The firm provides personalized investment strategies tailored to each client's unique financial goals, risk tolerance, and time horizon.
- Retirement Planning: They assist clients in planning for their retirement by creating comprehensive strategies that address income needs, taxes, and estate planning.
- Estate Planning: North Shore Wealth Management Group helps clients protect their assets and ensure they are distributed according to their wishes through effective estate planning strategies.
- Insurance Services: The firm offers guidance in selecting the appropriate insurance policies to protect clients' assets, income, and loved ones.
- Financial Planning: They provide holistic financial planning services that encompass budgeting, saving, investing, and tax planning to help clients achieve their short- and long-term financial goals.
Location and Access
North Shore Wealth Management Group, LLC is situated in the heart of Massapequa, a suburban neighborhood in Nassau County, New York. The firm's location offers easy access to major transportation networks, including the Long Island Expressway (I-495) and the Southern State Parkway.
For those who prefer public transportation, the Massapequa Park Train Station is just a short drive away, providing convenient access to the Long Island Rail Road (LIRR). Additionally, several bus routes operated by the Nassau Inter-County Express (NICE) serve the area, making it easy for clients to reach the firm's offices.
The firm's offices are located in a modern, professional building with ample on-site parking available. The property also features a wheelchair-accessible parking spot and a wheelchair-accessible entrance, ensuring accessibility for all clients.
Featured Characteristics
North Shore Wealth Management Group, LLC stands out among its competitors due to several unique features that set it apart:
- Personalized Service: The firm believes in building strong, lasting relationships with clients by providing personalized, one-on-one attention. They take the time to understand each client's unique financial situation and tailor their services accordingly.
- Experienced Team: The team at North Shore Wealth Management Group consists of highly skilled and experienced financial professionals who are committed to staying up-to-date with the latest industry trends and regulations. Their collective expertise ensures that clients receive the best possible guidance.
- Comprehensive Approach: The firm takes a holistic approach to financial planning, addressing all aspects of a client's financial life. By considering each client's unique circumstances and goals, they develop customized strategies that aim to optimize their financial well-being.
Practical Information
For those interested in contacting North Shore Wealth Management Group, LLC, the firm's phone number is 516-576-8886. Alternatively, clients can visit their website at northshorewmg.com to learn more about their services and request an appointment.
The firm's business hours are typically Monday through Friday, from 9:00 AM to 5:00 PM, but it is recommended to contact them directly to confirm or make an appointment outside of these hours.
North Shore Wealth Management Group, LLC is also committed to providing a safe and comfortable environment for all clients. The firm's offices are equipped with state-of-the-art security systems, and their team adheres to strict confidentiality protocols to protect clients' sensitive information.
Positive Aspects from Reviews
North Shore Wealth Management Group, LLC has received numerous positive reviews from satisfied clients. Some of the most frequently mentioned positive aspects include:
- Knowledgeable Staff: Many clients have praised the firm's staff for their extensive knowledge and expertise in financial planning. One reviewer highlighted the thoroughness of Joe D, a financial advisor at the firm, in answering questions about stocks, annuities, and insurance.
- Personalized Attention: Several clients have noted the personalized approach taken by North Shore Wealth Management Group, LLC in addressing their unique financial needs and goals. This tailored approach has helped many clients feel confident in their financial decisions.
- Professional and Friendly Service: Clients have consistently praised the professionalism and friendliness of the staff at North Shore Wealth Management Group, LLC. This combination of expertise and warmth has created a welcoming and comfortable environment for clients to discuss their financial matters.
With an average rating of 5/5 on Google My Business, North Shore Wealth Management Group, LLC has established itself as a trusted and reputable financial institution in the Massapequa community. By offering a wide range of services, maintaining a convenient location, and prioritizing client satisfaction, the firm continues to set the standard for exceptional financial planning and management.
👍 Reviews of North Shore Wealth Management Group, LLC
