Mutual Inc

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).

United Financial Planning Group, based in Hauppauge, NY, is a fee-only financial planning, wealth management, and tax planning firm with additional locations in Lake Success and New York City. Their team of CPAs and CERTIFIED FINANCIAL PLANNER professionals adheres to the highest fiduciary standards, ensuring that clients' financial health is nurtured toward growth and resilience. The firm offers a comprehensive suite of services, including personalized financial planning, expert investment management, and proactive tax strategies, all designed to maximize wealth while minimizing taxes and fees. With a commitment to transparency and a focus on clients' best interests, United Financial Planning Group provides a holistic approach to financial well-being. Generated from the website

Since 2001, we have been providing financial services to clients with our personalized approach to wealth planning, accumulation and preservation.