Essential Advisory Services
Financial Services - Westbury, NY, us
Essential Advisory Services Employees
Essential Advisory Services Details
Essential Advisory Services is an innovative financial enterprise that specializes in family-first goal-based advisory services. Our approach to planning provides financial stability that is flexible enough to build wealth through all of life's cycles and transitions. This multi-generational vantage point becomes highly beneficial to everyone involved.Our mission is to offer a holistic approach to attain financial health and well-being. We accomplish this through a comprehensive understanding of our clients' needs, circumstances, goals and values. We understand that a one-dimensional view of a family is inadequate and outdated. Therefore, we practice a multi-generational approach to planning. Family first goal-based planning is the bedrock of our enterprise.Our array of services include:- Whole Life Financial Planning - Investment Planning- Retirement Planning- Tax Consulting and Planning- Family & Marital Financial Planning- Charitable Giving- Asset Distribution- New Business Planning- Beneficiary & Estate PlanningSecurities offered through National Securities Corporation, member FINRA/SIPC.Advisory services offered through National Asset Management, an SEC registered investment advisor.Fixed Insurance Products offered through National Insurance Corporation.
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