A & M Financial Services LLC is a comprehensive financial planning firm based in Westbury, New York, serving individuals, families, and small business owners with personalized wealth management solutions. Specializing in financial planning and investment management, the firm is committed to helping clients achieve their long-term financial goals by offering strategies tailored to their unique life situations. A & M Financial Services stands out for its client-centric approach that emphasizes trust, integrity, and education, enabling clients to make informed decisions about their financial futures.

As affiliates of Osaic Wealth, one of the nation’s largest independent broker-dealers, the advisors at A & M Financial Services have access to an expansive array of investment products and cutting-edge resources while maintaining their independent status. This allows for objective advice free from proprietary sales pressure. Their team brings decades of combined experience to areas such as retirement planning, insurance analysis, estate planning, and business succession strategies.

With a strong commitment to community values and long-term relationships, A & M Financial Services combines personalized attention with institutional-level insight. Their proactive and holistic planning process ensures that each client receives a customized roadmap aligned with their financial objectives and life goals.

Website: https://www.a-mfinancial.com/

Key Services:

– Comprehensive financial planning
– Investment management and portfolio design
– Retirement planning and income strategies
– Estate and legacy planning
– Insurance coverage analysis (life, disability, long-term care)
– Tax-efficient investment strategies
– Education funding strategies (529 plans, etc.)
– Business succession and continuity planning