Allstate Financial Services

As a Personal Financial Representative in Manhasset, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service

I really enjoy being a part of the Roslyn and Port Washington community. Building local relationships is one of the best parts of my job.

MSM Financial Strategies is a fee-only investment management and financial advisory firm located in Manhasset, NY, dedicated to helping clients achieve their individual financial goals through personalized investment advice. Their unbiased and objective recommendations are tailored to suit each client's unique financial objectives, investment horizon, and risk tolerance. The firm offers a range of services, including investment portfolio management, retirement planning, retirement income strategies, and legacy and charitable planning, catering to both individuals and nonprofit organizations. With expertise in handling various account types, including taxable accounts, IRAs, and employer-sponsored tax-deferred accounts, MSM Financial Strategies is committed to guiding clients every step of the way in planning their financial futures. Generated from the website