Our wealth management financial advisors are trained to deploy a combination of products and services designed to maximize your wealth and help provide financial security.

Estate Planning

Managed Asset Programs 

Mutual Funds

Variable Annuities

Insurance

  • Long Term Care
  • Fixed Annuities
  • Life Real Estate

Equities

Fixed Income Strategies

Tax Free Municipal Bonds

Corporate Bonds

Registered Representative of and securities offered through Osaic Wealth Inc, Member of FINRA/SIPC. Pinnacle Tax Advisors of Long Island is not affiliated with Osaic Wealth Inc