Our Firm

The Long Island Planning Group of Syosset, New York, has been in business since 1975. We offer a variety of financial products and services that help our clients coordinate their life and health insurance and long-term care needs in harmony with each individual’s financial goals. It is important to us to help each client create a diversified portfolio that is objective oriented with a sound financial plan. 

 

At LIPG, Ltd., our goal is to establish and maintain lasting relationships with our clientele. After meeting with potential clients, we develop the available options to best suit individual needs. We represent over 25 insurance companies, allowing us to secure competitive rates and opportunities. Coordination with each client’s advisors are essential to our team oriented approach. Our periodic reviews will help clients achieve their goals and adapt to change over time.