New York Life is dedicated to serving professional advisors
We're right here with you
Bring your career to life
We have the answers... and we're happy to share
Bring your career to life
We're here to help
Bring your career to life
It all starts with you
We have the answers... and we're happy to share
We're right here with you
What do you want to do?
We're in this together
Attorneys & CPAs
In today's challenging tax, legal, and financial environment, planning for the future can be more complicated.
H&H Financial often collaborates with other professional service providers such as CPAs, tax professionals, and attorneys to help provide clients with the most comprehensive products and services. We respect your processes and our primary objective is to serve the needs of clients, and we welcome the opportunity to do so in a team environment.
We will work with you to help you determine:
How the use of debt could increase wealth
Estate planning and asset protection
What role can real estate play in maximizing wealth?
How to manage employer sponsored qualified planning
A qualified plan strategy when you are the owner
How best possible to maximize your social security benefits
Investment planning during working years and beyond
Insurance planning to help protect your income/assets from dying too soon or living too long
Retirement income strategies to help protect you from outliving your money
How to leave a legacy to family and charities
We believe that meeting clients’ needs requires having the right team of professionals with the talent and expertise to find the best possible solutions. Our track record of delivering creative solutions when it comes to business, estate, succession, tax strategies*, and strategic relationships helps assure you are getting the best possible for your clients. Please feel free to contact us for an initial complimentary consultation.
*Neither H&H Financial Group or its staff nor NYLIFE Securities LLC or its registered representativs or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
H&H Financial Group | Painted Post and Trumansburg, NY
H&H Financial Group
Contact Us
HORSEHEADS OFFICE: 221 Prospect Hill Rd. Horseheads, NY 14845 PHONE: (607) 739-3702 FAX: (607) 739-6978
TRUMANSBURG OFFICE: 5 Washington St. Trumansburg, NY 14886 PHONE: (607) 387-5544 FAX: (607) 387-6277