A&M Financial Services

CONNECT

Address:

792 Carman Ave
Westbury, NY 11590

Phone:

(516)938-5616

Fax/Other:

(516)396-6608

Products & Services

At A & M Financial Services, LLC, we provide assistance in the following areas:

Investments 

  • Bonds (Corporate and Municipal)        
  • Stocks, Common & Preferred
  • Annuities, Fixed and Variable
  • Treasury Notes
  • Treasury Bills
  • Government Securities
  • Mutual Funds, Municipal Bond Funds
  • ETFs
  • Alternative Investments, REITs
Financial Planning 
  • Retail Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Money Purchase Plans 
  • Profit Sharing Plans
  • Educational IRA
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • 457, 401(k), 403(b) Rollover
  • College Funding
  • Estate Planning 
Insurance 
  • Disability Income Insurance
  • Universal Life
  • Term Life 
  • Whole Life
  • Long Term Care 
Tax Planning
  • Individual Federal & State tax return preparation and planning
  • Individual Tax Preparation and Planning
  • Representation before the IRS
  • IRS and State Tax Audits 
  • Relocation Tax Issues
  • Business Start Up, Counsel & Corporate Taxes
  • Small Business Accounting
  • Income, Gift, and Estate Tax Returns 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck