Broker Check
410 Motor Pkwy, 2nd Floor, Hauppauge, NY 11788
631-582-6400
Client Portal

How Confident Are You In
Your Financial Strategy?

Financial Planning Made Simple

Our team helps you understand the "why" behind every decision. Gain the knowledge and skills to create a long-term vision that fits your lifestyle. 

Schedule an Appointment

What We Do 
Guiding Your Financial
Path with a custom map

Located in the heart of Long Island, we are proud to serve the community we call home.

With a deep understanding of the unique financial landscape Long Islanders face, Eastern Advisory Group is built on a simple but powerful goal: making quality financial expertise accessible to every resident, at every stage of life.

Ready to Leave your Legacy?

Schedule a complimentary financial consulation today!

Find A Financial Professional

Who We Serve 
Supporting Your Unique Financial Journey

We serve a diverse clientele, each with distinct financial goals, lifestyles, and challenges.

Individuals and Families

Individuals and Families

Crafting personalized strategies to help secure their future and navigate life's financial transitions.

Learn more
Business Owners

Business Owners

Developing comprehensive plans that align with business growth and personal financial objectives.

Learn more
Retirees

Retirees

Providing guidance to manage resources and support a comfortable and fulfilling retirement lifestyle.

Learn more

How We Help
Delivering Tailored Financial Solutions

Our approach is designed to address the unique needs of each client, offering specialized services that support your financial goals. Through personalized strategies, we aim to provide clarity and confidence in your financial journey.

Estate Planning

Assisting in preserving your legacy with tailored strategies for asset protection and efficient wealth transfer.

Financial Planning

Crafting comprehensive plans that encompass budgeting, saving, investing, and risk management to support your financial objectives.

Retirement Planning

Offering guidance to prepare for a secure and fulfilling retirement by aligning income sources with lifestyle goals.

CPA Alliances

Collaborating with tax professionals to provide insights and strategies that align with your broader financial objectives.

Advanced Planning

Addressing complex financial situations with sophisticated strategies for wealth transfer, charitable giving, and asset protection.

Resources For Your Success

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help. 

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
Learn More
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More
Visit Our Resource Center