A Winning Team
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 expertise is a prerequisite for a successful outcome.
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Life Insurance Planning
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Investment Planning
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Retirement Planning
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Wealth Transfer Planning
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Group Health Planning
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Long Term Care Planning
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Annuity Strategies
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Business Continuity Planning
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Executive Compensation
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.
