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Bethpage Financial Group

Financial insight, guidance and support to help you work towards achieving your financial goals

Schedule a free consultation Access your LPL investing account

Helping you on your financial journey

Through Bethpage Financial Group, you have access to professionals who can provide experienced financial advice tailored to help you work toward reaching your financial goals.

Schedule a free consultation

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 delivering.

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

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, 401(k), Rollover Plans, and 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.

Want to call us now?

Speak to a representative:

516-349-6940

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.




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.

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

Important Consumer Information:

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.

Bethpage Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Bethpage Federal Credit Union for these referrals. This creates an incentive for Bethpage Federal Credit Union to make these referrals, resulting in a conflict of interest. Bethpage Federal Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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