Long Island Wealth Management

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Long Island Wealth Management — overview

About

Long Island Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, asset management, cash flow planning, education planning, estate planning, divorce planning, insurance needs planning, investment planning, retirement planning, tax planning, and portfolio management. The wealth manager advises individuals, individual retirement accounts, high-net-worth clients, trusts, estates, and charitable organizations.

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