Asset Advisory Services, Inc.

5.0 – 1 reviews • Financial consultant

Hours

Saturday	Closed
Sunday	Closed
Monday	9AM–5PM
Tuesday	9AM–5PM
Wednesday	9AM–5PM
Thursday	9AM–5PM
Friday (Veterans Day)	9AM–5PM Hours might differ

Address and Contact Information

Address: 464 Main St Suite 217, Port Washington, NY 11050

Phone: (516) 829-3805

Website: http://www.aasny.com/

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Services

Financial Consultant
Financial planning We review all: tax returns, investments, insurance, retirement plans, estate plans, wishes / wants and needs of individuals and retirees plus professionals.	From $1,000.00
General investment consulting DO YOU KNOW HOW RISKY YOUR ASSETS ARE INVESTED? SHOULDN’T YOU?	From $1,000.00
Retirement-related financial consulting MORE PRODUCTS THAN BANKS OR STOCK BROKERS OR INSURANCE AGENTS OFFER	From $250,000.00
Tax planning
Wealth management
INVESTMENT ADVICE FOR DECADES OF OVER $100,000,000 MORE PRODUCTS THAN BANKS OR STOCK BROKERS OR INSURANCE AGENTS OFFER	From $250,000.00
Modern Portfolio management using advanced tax strategies after the new TAX ACT OF 2021. DO YOU KNOW HOW RISKY YOUR ASSETS ARE INVESTED? SHOULDN’T YOU?	From $1,000.00
OUR FULL AND COMPREHENSIVE INSURANCE AUDIT COVERS ALL AREAS OF COVERAGE. LIKE: AUTO / HOME / LIABILITY / LIFE / INCOME REPLACEMENT / HEALTH. WE PROVIDE A FULL WRITTEN ANALYSIS OF ALL OF YOUR PLANS. MAYBE THERE ARE GAPS OR MAYBE YOU ARE OVER INSURED. WANT TO KNOW? ASK US HOW.
Written financial plans for individuals & business or practices We review all: tax returns, investments, insurance, retirement plans, estate plans, wishes / wants and needs of individuals and retirees plus professionals.	From $1,000.00

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Product

COMPREHENSIVE FINANCIAL PLANNING
RETIREMENT PLANNING

investments
investments

insurance
insurance

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Asset Advisory Services, Inc: Home

At Asset Advisory Services, we take the time to get to know you and your family—and what’s most important to you. It’s what we call relationship investing, …

Our Team – Asset Advisory Services, Inc

Curtis S. Francisco, CFP®, AIF · Bachelor of Arts (Cum Laude) from the State University of New York in Statistical Psychology · University of Connecticut—advanced …

Reviews

Tom Jerhada

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