Great South Bay Advisors

Great South Bay Advisors is a Financial Planner in Bay Shore, NY. They offer comprehensive wealth management services including estate planning and trusts, retirement income planning, college/education planning, philanthropic planning, and tax planning. Their investment management services encompass fee-based investment management, fixed income portfolio management, variable annuities, corporate, government & municipal bonds, traditional, ROTH, SEP & SIMPLE IRAs, and 401(k), 403(b) & 457 plans. They also provide insurance solutions such as fixed annuities, fixed/equity indexed annuities, life insurance, long-term care insurance, and sophisticated insurance strategies. With over 50 years of combined experience, Great South Bay Advisors is well-equipped to serve individuals and families in Long Island. Great South Bay Advisors combines financial planning with investment management, tax consulting, and estate planning to deliver tailored solutions that meet the unique needs of their clients in Bay Shore.