Sound Wealth Financial Group / Park Avenue Sec
150 Motor Pkwy Ste 200, Hauppauge, NY 11788
150 Motor Pkwy Ste 200, Hauppauge, NY 11788
Website
EmailSound Wealth Financial Group is a team of 125 financial professionals and support staff. The SWFG consists of experienced, qualified professionals, many of whom have achieved various designations: CFP® - Certified Financial Planner, CLU® - Chartered Life Underwriter, ChFC®, LUTCF - Life Underwriter Traning Council Fellow, CLTC - Certified Long-Term Care Consultant.
Our Team of professionals is commited to help you make informed financial decisions. We strive to be a trusted resource offering objective advice to all of our clients. With our knowledge, experience and commitment, we can help you create your own personal safety net - a financial strategy for the future to help you meet both your financial and life goals.
If you goal is to acheive financial freedom, we will help you pursue it. Because financial freedom means different things to different people, we take the time to understand what it means to you. No matter what stage of life or financial state you're in having a financial strategy is an important part of everyone's life. Our goal is to give you the appropriate tools to help you understand your financial possibilitites.
At Sound Wealth Financial Group, our representatives primary goal is to help you enjoy a comfortable lifestyle today, and look forward to a financially secure future by guiding you through today's changing financial landscape. They will listen to and understand your financial concerns so that they can assist you in identifying appropriate solutions to help you reach your financial goals. Whether it's funding a college education, financing a wedding or pursing the financial freedom to live your dreams, we can help.
More Business Info
Optimize your wealth. Achieve your goals. Protect your dreams.Turn your dreams into realities.
- Services/Products
- PERSONAL FINANCE 529 Plans Annuities Brokerage Accounts Disability Income Insurance Investment Advisory Services IRAs Life Insurance Mutual Funds Special Needs *** Long Term Care EMPLOYEE BENEFITS Benefit Solutions for Businesses Critical Illness Dental Disability Life Medical Section 125 Plans Vision Voluntary Products (Worksite) Programs & Services Technology Solutions FIND A SOLUTION Insurance Estate Planning* Retirement Product Portfolio Investing Employee Benefits Education Funding Business Owner Strategies Employee Benefits Major Medical Dental Group Life Group Short Term & Long Term Disability Voluntary Benefits Pension Design & Administration Executive Benefits Supplemental Life & Disability Income Protection Business Insurance Succession Planning Buy-Sell Agreements Key Person Training Split Dollar Arrangements Personal Strategies Life and Disability Income Protection Long Term Care Insurance*** Money Management* Wealth Accumulation Wealth Distribution Retirement Planning * Estate Planning *Investment advisory services offered through Park Avenue Securities Additional Planning Strategies Debt Elimination College Funding Charitable Giving ***Neither Guardian nor its subsidiaries issue Long Term Care Insurance * Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
- Payment method
- check
- Location
- "> Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
- Neighborhood
- Hauppauge
- AKA
Guardian Life Insurance
Park Ave Securities
Sound Wealth Financial Group
- Other Links
- Other Emails
- Categories
- Estate Planning, Probate, & Living Trusts, Annuities & Retirement Insurance Plans, Financial Services, Investments, Mutual Funds