North Shore Wealth Management Group, LLC - Massapequa, New York

North Shore Wealth Management Group, LLC: Your Partner in Financial Success

North Shore Wealth Management Group, LLC is a reputable financial institution located at 5000 Merrick Rd, Massapequa, NY 11758, United States. With a strong commitment to providing exceptional financial services, this company has established itself as a trusted partner for individuals and families seeking guidance in managing their wealth.

Main Services

• Financial Planning: Our team of experienced financial advisors will work closely with you to create a personalized financial plan tailored to your unique needs and goals.
• Investment Management: We offer a range of investment options, including stocks, bonds, and mutual funds, to help you achieve your long-term financial objectives.
• Retirement Planning: Our experts will help you develop a comprehensive retirement plan, ensuring that you are prepared for the financial challenges that lie ahead.
• Insurance Services: We provide a range of insurance products, including life, health, and disability insurance, to protect your assets and ensure your financial security.
• Tax Planning: Our team will help you minimize your tax liability and optimize your after-tax returns, ensuring that your hard-earned money works for you, not against you.
• Estate Planning: We will assist you in creating a comprehensive estate plan, ensuring that your assets are distributed according to your wishes and minimizing the risk of conflict among your heirs.

Location and Access

North Shore Wealth Management Group, LLC is conveniently located at 5000 Merrick Rd, Massapequa, NY 11758, United States. This location provides easy access to major highways and public transportation, making it an ideal choice for individuals and families living in the surrounding areas.

The company's facility is wheelchair-accessible, with a wheelchair-accessible car park and entrance, ensuring that all visitors, including those with disabilities, can easily navigate the premises.

On-site parking is also available, providing ample space for clients and visitors to park their vehicles.

Featured Characteristics

* Wheelchair-accessible car park and entrance
* On-site parking
* Conveniently located near major highways and public transportation
* Experienced and knowledgeable financial advisors
* Comprehensive range of financial services
* Personalized approach to financial planning

Practical Information

* Address: 5000 Merrick Rd, Massapequa, NY 11758, United States
* Phone: 5165768886
* Website: northshorewmg.com

Opinions

North Shore Wealth Management Group, LLC has received overwhelmingly positive reviews from its clients. The company has 2 reviews on Google My Business, with an average rating of 5/5.

One reviewer praised the company's services, stating: "This company has been very helpful and knowledgeable. Ask for Joe D, he's particularly thorough in answering your questions whether it be about stocks, annuities or insurance. Nice guy too."

Another reviewer echoed similar sentiments, saying: "Very helpful and knowledgeable. Ask for Joe D, he's particularly thorough in answering your questions whether it be about stocks, annuities or insurance. Nice guy too."

These positive reviews highlight the company's commitment to providing exceptional customer service and its expertise in the financial industry.

Analyzing Positive Aspects

The positive reviews mentioned several key aspects of North Shore Wealth Management Group, LLC's services and approach:

* Expertise: The reviewers praised the company's knowledgeable staff, particularly Joe D, who is described as "particularly thorough" in answering questions.
* Customer Service: The reviewers highlighted the company's commitment to providing exceptional customer service, citing Joe D's friendly and helpful demeanor.
* Comprehensive Services: The reviewers praised the company's range of financial services, including investment management, retirement planning, and insurance services.
* Personalized Approach: The reviewers noted that the company takes a personalized approach to financial planning, working closely with clients to create tailored financial plans.

Overall, these positive reviews suggest that North Shore Wealth Management Group, LLC is a reputable and trustworthy financial institution that provides exceptional services and expertise to its clients.

👍 Reviews of North Shore Wealth Management Group, LLC