Great South Bay Advisors

Our Services

Financial Planning

  • Comprehensive Wealth Management Services

  • Estate Planning & Trusts

  • Retirement Income Planning

  • College/Education Planning

  • Philanthropic Planning

  • Tax Planning

Investment Management

  • Fee-based Investment Management

  • Fixed Income Portfolio Management

  • Variable Annuities

  • Corporate, Government & Municipal Bonds

  • Traditional,  ROTH, SEP & SIMPLE IRAs

  • 401(k), 403(b) & 457 Plans

Insurance

  • Fixed & Fixed Index Annuities

  • Life Insurance

  • Long-Term Care Insurance

  • Sophisticated Insurance Strategies

About Us

Great South Bay Advisors is a full-service Independent Wealth Management Firm based in Long Island, New York. As a family business, we are well-positioned to offer insightful advice to the families we are proud to call our clients.

As a team, we bring more than 50 years of combined experience in helping clients achieve their financial goals.

Taking a holistic approach to Wealth Management, Great South Bay Advisors combines Financial Planning, Investment Management, Tax Consulting, Insurance Solutions and Estate Planning to deliver tailored solutions to the individuals, families and businesses we work with.

As Fiduciaries, our firm is built around placing our clients’ best interest ahead of everything else. As a result, the only people we answer to are out clients and we offer no proprietary products that may divide our loyalty.