
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.