Products & Services for Individuals

We can help you meet your personal financial goals. Our company is a full service firm offering a comprehensive menu of services for individuals like you.

Services include:

  • Personal financial planning
  • Tax advice, planning and tax preparation
  • Investment advice and management
  • Estate tax planning and advice
  • Life insurance
  • Mortgage financing and refinancing resources for personal residences
  • Legal resources for wills, estates and trusts

Click Here to Request a Free Consultation.

Contact Fishman+Company by Phone at 516.731.7373