Birnbaum Advisory

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with the highest quality information, services, and products to help you reach your goals.

Beacon ICG, based in Melville, NY, is a wealth management firm dedicated to serving individual clients and businesses across the United States. The firm prides itself on providing clarity around financial goals through a team of experienced professionals. As a member of ICG, Beacon ICG offers a range of services, including financial planning, investment planning, and retirement planning, all supported by LPL Financial, a registered investment advisor. Their commitment to client support ensures tailored solutions for diverse financial needs. Generated from the website

Clear Point Advisors Inc. is a fee-only Registered Investment Advisory firm located in Melville, NY, dedicated to helping clients manage their investments while prioritizing their long-term financial goals. They offer a program called Global Plus, which focuses on reducing risk through diversified asset allocation using no-load mutual funds, exchange-traded funds, and individual securities. As fiduciaries, Clear Point Advisors are committed to placing their clients' interests first, providing personalized financial guidance and support. The firm invites prospective clients to explore the benefits of their investment programs through complimentary consultations. Generated from the website