CONNECT

Address:

500 N Broadway Suite 260
Jericho, NY 11753

Phone:

(516) 932-5130, Toll free: (866) 932-5130

Fax/Other:

(516) 932-7706

Small Business Owners Have Big Needs

 

 

 

 

 

 

 

 

 

 

 

 

We understand small businsesses. We are one, too!

At American Investment Planners LLC, we know that small, family-owned businesses have been greatly impacted by the uncertain economy. No longer is the singular concern to grow and expand- it's all about staying afloat.

Our team of professionals has extensive experience developing the most effective strategies for your firm's survival and we welcome the opportunity to show you how we can help.

Our services include:

  • Tax and accounting planning
  • Succession planning
  • Relocation 
  • Retirement transition
  • Stock option plans
  • Management of 401(k) and other retirement plans
  • Insurance benefits
  • Compensation structuring

 

 

 

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