Financial Services

57e0a2a9 3914 4c1d ac6f 0294dbd2e108

American Investment Planners LLC

Contact: Kathleen M. Healy Englehart, ChFC®, CLU®

Address: 500 N. Broadway, Suite 242
Jericho, NY 11753
Phone: 516-932-5130
Email: kathy@americaninvestmentplanners.com
Website: www.americaninvestmentplanners.com

We provide full service financial planning for individuals, families and small businesses.  Service include retirement plans (IRA, SEP 401 (k), 403(b); investments (mutual funds, 529 plans, managed accounts); fee-only plans and insurance (life disability and long-term care). We provide the education and confidence clients need to make informed financial decisions.

 

American Investment Planners LLC
Legacy wealth

Legacy Health and Wealth Solutions

Contact: Lakeisha Small

Address: 405 RXR Plaza
Uniondale, NY 11556
Phone: 516-425-1081
Email: lakeisha.small1076@gmail.com
Website: Coming Soon


Legacy Health and Wealth Solutions provides financial education and wealth strategy services focused on retirement planning, Medicare education, long-term care planning, and protecting family assets. Founded by registered nurse and wealth strategist Lakisha Small, the firm helps individuals, families and small business owners understand the financial impact of health care, taxes and retirement so they can build, protect and preserve their wealth and legacy.