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Reaching Your Financial Goals

We work together and the focus is on you: Your needs, Your goals, Your unique situation.

With so much riding on a successful long-term investment strategy, you deserve the personal insight, guidance, and support that Bethpage Investment Strategies is committed to deliver. Our team of experienced professionals and state of the art software tools will review your current investments, create and analyze a strategy fits your objectives and risk tolerance.

We offer an array of products and services but our objective is your financial plan and what will make the most sense for you.

Our Services Include:

Financial Planning Life Insurance
Portfolio Evaluations Mutual Funds
Retirement Planning – IRAs, 401k Rollover Plans Stocks and Bonds
Annuities College Funding
Government Securities Tax-Advantage Investments
Long Term Care Insurance  

Registered representatives of INVEST Financial Corporation, member FINRA / SIPC, and affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST are: *Not NCUA insured *Not guaranteed by any Credit Union *May lose value including loss of principal.

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;

  1. 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.
  2. 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.

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