About
Based in Deer Park, NY, their team of specialists offers a range of services, including comprehensive wealth management, tax strategies, investment management, risk management & insurance, estate planning, and financial planning. They also provide specialized solutions for businesses, including employee retirement account management, trust services, tax preparation, and business owner consulting. With a focus on creating a detailed, integrated financial plan tailored to each client's lifestyle and goals, Wealth Enhancement Group aims to build wealth for the life their clients expect, with flexibility for any twists or turns they may encounter.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Comprehensive Wealth Management
Wealth Enhancement Group offers a team-based approach to wealth management, backed by specialists in tax, estate planning, retirement, and beyond.
Tax Strategies
Their team provides tax strategies to help clients achieve their financial goals.
Investment Management
Wealth Enhancement Group offers investment management services to help clients grow their wealth.
Risk Management & Insurance
Their team provides risk management and insurance services to protect clients' assets.
Estate Planning
Wealth Enhancement Group offers estate planning services to help clients plan for the future.
Financial Planning
Their team provides financial planning services to help clients achieve their financial goals.