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Bethpage Financial Group

Financial insight, guidance and support you can count on.
Access your investing account

You matter to us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (516) 349-6940 any time.

We are always here for you.

Pursuing your financial goals

With so much riding on a successful long-term investment strategy, you deserve the experienced financial advice that the Bethpage Financial Group is committed to deliver.

We all have different life goals objectives, and that is why we work with you one-on-one to plan a strategy that is tailored to your needs, your goals, your unique situation.

Schedule a free consultation

How can we help

Our team of experienced professionals leverage state of the art software tools to review your current investments. We will work with you to create a personalized financial plan that fits your objectives and risk tolerance.

We can help you with many major life decisions including:

Guided wealth portfolios

Work with a personal financial advisor and easily invest online.

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Life Insurance

Choose between 5 different life insurance plans.

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Retirement Planning

Manage your IRAs 401k Rollover Plans earnings beyond your career.

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College Funding

Determine the right path for your educational needs.

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Portfolio Evaluations

Plan your future with your investments today.

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Schedule an appointment for an Initial Consultation

Take the first step in addressing your financial future! Please provide us with some basic contact information and a Bethpage Financial Group Representative will contact you back shortly.

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Or stop into your local
Bethpage Branch

Meet your financial group team


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bethpage Federal Credit Union and Bethpage Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bethpage Financial Group, and may also be employees of Bethpage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bethpage Federal Credit Union or Bethpage Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state, or (b) are excluded or exempted from the state’s licensure requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting or attempting to effect, transactions in securities, or (b) rendering personalized investment advice for compensation.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

​Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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