Investment Services

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Bethpage Branch,
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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