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Bethpage Financial Group

Financial insight, guidance and support you can count on.




Strategy

Bethpage Financial Group Webinar - Maximizing Social Security & Managing Healthcare Costs in Retirement
Click Here to View Webinar Resources

- Social Security - A Guide for Making Informed Decisions (PDF)
- Managing Your Costs in Retirement Brochure (PDF)
- Maximizing Social Security and Managing Healthcare Costs in Retirement - Webinar 11/17/2020 (PDF)

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.

Upcoming Webinar

Social Security Planning and Managing Healthcare Costs in Retirement.

This free webinar, presented by Bethpage Financial Group and Mr. Jack Root from Prudential Annuities, will provide valuable information about two important topics that are crucial for all retirees to understand. In addition to learning strategies that can help maximize your Social Security benefits, you will also learn how to manage your healthcare costs in retirement, gaining insight into Medicare, the Affordable Care Act, and long-term care expenses.

Jack Root with Prudential Annuities is not affiliated with LPL Financial.

Prudential Annuities is providing this webinar for informational or educational purposes only, and does not provide investment advice or recommendations about managing or investing your retirement savings.

Register for the November 17th webinar:

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 Your Free Consultation

Raising Economic and Market Forecasts…Again LPL Research updates prior forecasts based on how the economy’s recovery from the pandemic continues to surpass expectations.

How We Can 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.

Learn More »


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.
Want to call us now?

Speak to a representative:
516-349-6940

Or stop into your local
Bethpage Branch



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
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

LPL Financial's Privacy Policy

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.