The Bendix Financial Group Inc
BizScore
Contact Information
-
Address
585 Stewart Ave, Garden City, NY, 11530 -
Phone
(516) 228-8300 -
Website
bendixfinancial.com
Location
About The Bendix Financial Group Inc
The Bendix Financial Group Inc. is a financial planner in Garden City, New York, offering comprehensive advisory services in investment, tax, retirement, estate planning, and wealth management. The firm serves high net worth individuals, trusts, executives, business owners, retirees, professional athletes, actors, and recently divorced or widowed women, providing customized financial plans tailored to individual and family goals. With a 5.00 rating and a strong reputation, the firm emphasizes personalized service and a holistic approach to preserving and growing intergenerational wealth. Their service area extends throughout the Metro NY region.
The firm is led by David Bendix, CPA/PFS, CFP, CFS, RFC, a Certified Public Accountant and Certified Financial Planner who is inducted into the Advisor Hall of Fame by Research Magazine. As a separate registered representative of Osaic Wealth, Inc., a large independent broker-dealer and SIPC member, The Bendix Financial Group offers access to a broad range of investment products including stocks, bonds, ETFs, mutual funds, real estate investment trusts, annuities, and managed accounts. Beyond financial planning, the firm provides concierge services such as budgeting, bill payment coordination, refinancing analysis, asset protection planning, and elder care support, emphasizing time and life planning as core values.
Located at 585 Stewart Ave in Garden City, the firm sits just a short walk from Stewart Avenue and is within a quarter-mile of Custer Park, Stewart Field, and the Flying Through the Years museum at Roosevelt Field. Nearby landmarks include a FedEx facility and Goldfish Swim School, both within a short distance.
With a perfect 5.00 rating and a focus on long-term client relationships, The Bendix Financial Group Inc. is recognized for its personalized, comprehensive approach to financial well-being. The firm stands out in Garden City as a trusted partner for those seeking expert guidance across all aspects of wealth and life planning.