Our Firm

STRATEGIC FINANCIAL & TAX PLANNING SERVICES offers expert service to over 2,000 clients from its Hauppauge based office.  Our family-run business is dedicated to helping your family and/or business develop and implement a comprehensive financial and tax plan.  Our practice is built on personalized service and fostering long-term personal relationships.  We utilize a team approach, providing independent ideas, top-notch advice, and strive to become your lifelong partner on your pursuit of financial independence and wealth.