About Assad Financial Group

Life insurance -  Investments* -  Long Term Care - Retirement savings - Business Planning - College Funding - Tax-Efficient Planning - Legacy and Charitable Planning - Longevity Planning

With years of experience helping local individuals, families, and businesses plan, we know the importance of understanding the unique concerns of each customer and business so we always take the time to fully review your concerns, circumstances, and budget before offering a solution. As life and needs change, we are there to make sure your plan continues to work for you.

We focus on helping clients understand their options to make informed decisions.  We host educational seminars, workshops, and Lunch-and-Learns at schools, local businesses, and our office to promote financial awareness.

Every decision we make, every action we take has one overriding purpose: to be there when our customers need us.

 

*Offered through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.

 

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