Bethpage Investment Strategies

Financial insight, guidance and support you can count on.




Strategy

Reaching Your Financial Goals

target goal
With so much riding on a successful long-term investment strategy, you deserve the expert financial advice that Bethpage Investment Strategies 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

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 free financial plan that fits your objectives and risk tolerance.

We can help you with many major life decisions including:

Portfolio Evaluations

Plan your future with your investments today.

Learn More »

Life Insurance

Choose between 5 different life insurance plans.

Learn More »

Retirement Planning

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

Learn More »

College Funding

Determine the right path for your educational needs.

Learn More »

Long Term Care Insurance

Helping to secure your
quality of life.

Learn More »


Schedule an appointment for a Free Consultation

Take the first step in securing your financial future! Please provide us with some basic contact information and a Bethpage Investment Services Representative will contact you back shortly.
Want to call us now?

Speak to a representative:
516-349-6993

Or stop into your local
Bethpage Branch

Find your local branch >


Meet Your Investment Strategies Team

Joseph Bonura

Joseph Bonura

Joseph.bonura@investfinancial.com
516-349-4252
Chris Connell

Chris Connell

Christopher.Connell@investfinancial.com
516-349-6748
Theresa D'Amico

Theresa D'Amico

Theresa.Damico@investfinancial.com
516-349-6873
Patrick Gillooly

Patrick Gillooly

Patrick.Gillooly@investfinancial.com
516-349-6714
Shawn Golden

Shawn Golden

Shawn.Golden@investfinancial.com
516-349-6905
Larry Seiden

Larry Seiden

Larry.Seiden@investfinancial.com
516-349-6774
Andrea Owen-Boyd BIS

Andrea Boyd-Owens

Andrea.Owen-boyd@investfinancial.com
516-349-4221
Roland Driscoll

Roland Driscoll

Roland.Driscoll@investfinancial.com
516-349-6824

GET A FREE, WEEKLY GLANCE AT THE ECONOMY.

VIEW THE PDF

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.

INVEST Financial Corporation’s Privacy Policy