Long Island's Wealth of Opportunities: The Ultimate Guide to Finance and Investing Landscape

Dive into the dynamic world of finance and investing in Long Island with our comprehensive guide. Long Island's thriving financial scene offers a myriad of opportunities for individuals, businesses, and investors alike. From wealth management firms to investment clubs, we've got the inside scoop on the best resources to navigate and succeed in Long Island's finance and investing landscape.


Key Takeaways

  • Long Island boasts a vibrant finance and investing landscape.

  • This guide covers a wide range of resources, including wealth management firms, investment clubs, and financial planning services.

  • Long Island offers numerous opportunities for individuals and businesses to thrive in the financial sector.

Wealth Management Firms

First Long Island Investors (FLII)

A premier wealth management firm, First Long Island Investors provides comprehensive financial planning and investment management services tailored to high-net-worth individuals, families, and businesses. With a focus on preserving and growing wealth, FLII offers a personalized approach to financial success.

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EisnerAmper Wealth Management & Corporate Benefits, LLC

As a leading wealth management firm on Long Island, EisnerAmper offers a range of services, including investment management, financial planning, and retirement planning. Their experienced team works closely with clients to develop customized solutions that align with their financial goals.

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Investment Clubs

Long Island Investors Group (LIIG)

LIIG is a local investment club that brings together investors of all experience levels to share knowledge and ideas in a supportive environment. The club holds regular meetings and events, providing valuable networking and educational opportunities for its members.

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Long Island Stock Traders Meetup Group

This Meetup group offers a platform for stock traders in Long Island to connect, discuss strategies, and learn from each other. Members can participate in regular meetups and online discussions to stay informed about market trends and trading techniques.

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Financial Planning Services

Mark J. Snyder Financial Services, Inc.

With over four decades of experience, Mark J. Snyder Financial Services offers personalized financial planning solutions to individuals and businesses on Long Island. The firm's services include retirement planning, estate planning, and investment management.

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Claire Friedlander Family Foundation

The Claire Friedlander Family Foundation provides financial education and planning services to Long Island residents. The foundation offers workshops and seminars on topics such as budgeting, credit management, and investing, aiming to promote financial literacy and empower individuals to make informed decisions.

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Networking Opportunities

Association for Corporate Growth (ACG) Long Island

ACG Long Island is a global organization dedicated to driving growth in the middle market. By providing networking events, educational resources, and access to capital, ACG Long Island fosters connections between professionals in the finance, investment, and business sectors.

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Financial Planning Association (FPA) of Long Island

FPA of Long Island is a professional organization that connects financial planning professionals and provides continuing education opportunities. Members can attend networking events, conferences, and workshops to stay current on industry trends and best practices.

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Long Island's finance and investing landscape offers a wealth of opportunities for individuals, businesses, and investors to thrive. With a vibrant mix of wealth management firms like First Long Island Investors and EisnerAmper, investment clubs such as Long Island Investors Group and the Long Island Stock Traders Meetup Group, and financial planning services offered by Mark J. Snyder Financial Services and the Claire Friedlander Family Foundation, there are plenty of resources to help you navigate the financial sector. Networking opportunities through organizations like the Association for Corporate Growth Long Island and the Financial Planning Association of Long Island further contribute to the richness of the financial community in the region. By exploring these resources and opportunities, you can make the most of Long Island's dynamic finance and investing landscape.



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