Diversified Financial Solutions

American Portfolios Financial Services Inc. is a full-service financial institution. Based in Holbrook, N.Y., the institution offers an array of financial services, such as personal financial and retirement planning, securities trading and mutual funds. Additionally, it provides access to investment research, long-term care planning, insurance products and tax-free investing. The institution provides fee-based asset management solutions through its subsidiary, American Portfolios Advisors Inc. American Portfolios Financial Services Inc. is a member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

Excomp Asset Management is an independent financial advisory and asset management firm based in Melville, NY. With over a decade of experience, they offer full-time professional portfolio management and retirement consulting services, ensuring that each account is managed independently to align with clients' goals and objectives. Their mission is to help clients effectively manage their assets by selecting the most suitable investments while meeting their objectives for safety, growth, income, risk, and liquidity. Committed to providing cutting-edge service, Excomp Asset Management maintains a team of highly educated, experienced, and well-trained professionals. They manage portfolios for individuals, IRA s, trusts, and corporate retirement plans.Generated from the website

At The Reilly Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Melville, NY area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.