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Welcome to A&M Financial Services

Embrace the Journey to Financial Freedom with an Experienced Partner

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A Partner To Make A Plan As Unique As You Are

With a proven track record of dependability and integrity, our team is committed to guiding you through your financial journey, providing the knowledge and support you need for lasting stability. Our tailored financial solutions are designed to meet the unique needs of you and your family. Let us be your trusted guide as we work together to enhance your financial future.

Our Solutions
How Can We Help You?

Retirement

Plan for a secure future with our comprehensive retirement solutions.

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Taxes

Maximize your tax savings and ensure compliance with our expert tax services.

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Estate

Preserve and distribute your assets efficiently through our strategic estate planning.

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Business Owners

Navigate the complexities of running a business with our specialized financial guidance.

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Insurance

Protect what matters most with our customized insurance solutions for individuals and businesses.

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Financial Planning

Achieve your financial goals through personalized strategies designed by our experienced planners.

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Meet Our Team

Dolores Mitchell

Dolores Mitchell

Owner, Investment Advisor Representative

(516) 938-5616

(516) 396-6608

Nicholas Agnone

Nicholas Agnone, CPA

Partner and Investment Advisor Representative

(516) 938-5616

(516) 396-6608

Peter Craig

Peter Craig, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(516) 938-5616

(516) 396-6608

Who We Help
Explore the diverse range of clients we serve and the problems we solve through our comprehensive financial solutions.

Self-Employed Professionals

We offer personalized financial services to self-employed individuals, enabling them to navigate intricate tax procedures and maximize their financial planning.

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Business Owners

As trusted advisors to business owners, we offer comprehensive guidance on managing cash flow, optimizing profitability, and planning for succession.

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Pre-Retirees and Retirees

For pre-retirees and retirees, we specialize in creating retirement income strategies, managing investments, and ensuring long-term financial security.

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Medical Professionals

We cater to medical professionals by offering tailored retirement plans and expert guidance during their transition from W-2 earners to 1099, optimizing tax benefits as they enter a stage of higher income.

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