MLS Financial Planning of Massapequa Park

MLS Financial Planning of Massapequa Park is a financial planner in Massapequa Park, NY. The firm specializes in cash management planning and coaching for individuals, couples, families, and young professionals. Their services are designed to help clients organize their finances, create actionable plans, and build processes to achieve financial peace of mind.

The firm provides a variety of service offerings, including ongoing financial planning, meeting series, and educational workshops and seminars. Led by Maury Schneider, CPA, CFP®, the practice utilizes a fee-only approach focused on education, simplicity, and accountability. The firm emphasizes a holistic method, taking the time to understand each client's unique life story, goals, and financial resources. By acting as an accountability coach, the firm helps clients gain clarity on their financial futures, take control of cash flow, and develop realistic savings plans. As a virtual firm, they utilize technology to conduct meetings online, allowing for flexibility and convenience for their clients.

The office is located on Cherokee St, a short distance from Merrick Road and near the Massapequa Fire Department. The area is also close to Carman Creek and the Nassau Shores neighborhood.

MLS Financial Planning is known for providing well-documented business information and maintaining a clear, accessible presence for those seeking financial guidance. The firm stands out for its commitment to helping clients use money as a tool to balance current needs with future dreams.

Through dedicated coaching and personalized planning, MLS Financial Planning helps the Massapequa Park community build a sustainable path toward long-term financial freedom.