Preferred NY Financial Group of Jericho, stresses education and demands that our agents acquire the technical knowledge to properly guide our clients through the myriad of financial challenges that lie ahead.
Preferred NY Financial Group, LLC is built on the premise that good old fashioned service is our top priority. We are constantly monitoring changes that occur in our industry in order to provide "state of the art" advice to our clients.
At Preferred NY Financial Group, LLC, our business is all about service and commitment to the financial goals of our clients.
We work in close partnership with our clients and their tax and legal advisors to uncover the most suitable financial planning solutions.
We realize that every individuals situation requires specific attention to a unique set of circumstance. Our advisors' extensive training and knowledge is a prerequisite for the best possible outcome.
Life Insurance Planning
Wealth Transfer Planning
Group Health Planning
Long Term Care Planning
Business Continuity Planning
Preferred NY Financial Group has been a force in the field of employee benefits for over twenty five years.
Our dedicated agents and servicing personnel are experienced in resolving our client's health care related issues and concerns. Business owners and professionals benefit greatly because Preferred NY Financial Group is at the forefront of the most current and innovative health insurance planning concepts.
Our advisors' knowledge extends from implementation of traditional health insurance designs to structuring and servicing HSA, HRA, and self-funded programs.
Tax and Legal services are not offered by or supervised by Lincoln Investment or Capital Analysts.
Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPCwww.lincolninvestment.com . Preferred NY Financial Group LLC and the above firms are independent, and non-affiliated. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.
This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.
Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.