Essential Advisory Services

www.essentialas.com

Essential Advisory Services is an innovative financial enterprise that specializes in family-first goal-based advisory services. Our approach to planning provides financial stability that is flexible enough to build wealth through all of life's cycles and transitions. This multi-generational vantage point becomes highly beneficial to everyone involved. Our mission is to offer a holistic approach to attain financial health and well-being. We accomplish this through a comprehensive understanding of our clients’ needs, circumstances, goals and values. We understand that a one-dimensional view of a family is inadequate and outdated. Therefore, we practice a multi-generational approach to planning. Family first goal-based planning is the bedrock of our enterprise. Our array of services include: - Whole Life Financial Planning - Investment Planning - Retirement Planning - Tax Consulting and Planning - Family & Marital Financial Planning - Charitable Giving - Asset Distribution - New Business Planning - Beneficiary & Estate Planning Securities offered through National Securities Corporation, member FINRA/SIPC. Advisory services offered through National Asset Management, an SEC registered investment advisor. Fixed Insurance Products offered through National Insurance Corporation.

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Essential Advisory Services is an innovative financial enterprise that specializes in family-first goal-based advisory services. Our approach to planning provides financial stability that is flexible enough to build wealth through all of life's cycles and transitions. This multi-generational vantage point becomes highly beneficial to everyone involved. Our mission is to offer a holistic approach to attain financial health and well-being. We accomplish this through a comprehensive understanding of our clients’ needs, circumstances, goals and values. We understand that a one-dimensional view of a family is inadequate and outdated. Therefore, we practice a multi-generational approach to planning. Family first goal-based planning is the bedrock of our enterprise. Our array of services include: - Whole Life Financial Planning - Investment Planning - Retirement Planning - Tax Consulting and Planning - Family & Marital Financial Planning - Charitable Giving - Asset Distribution - New Business Planning - Beneficiary & Estate Planning Securities offered through National Securities Corporation, member FINRA/SIPC. Advisory services offered through National Asset Management, an SEC registered investment advisor. Fixed Insurance Products offered through National Insurance Corporation.

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Country

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State

New York

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City (Headquarters)

Westbury

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Employees

1-10

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Potential Decision Makers

  • President

    Email ****** @****.com
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