Massimo-Anastasian Team

724 Long Island Avenue

Deer Park,

NY

11729

About the Massimo-Anastasian Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Massimo-Anastasian team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority. Our team takes the time to understand the goals and values of each client. Book an introductory call to learn how we can help.

Your Pathways To Wealth Podcast

Resources from our team

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If you’re almost ready to retire, you might be thinking you’re in the home stretch. You can see the finish line, and once you get there, the rest of your life will be nothing but playing golf and sipping pina coladas. The rest is in your financial advisor’s hands. After all, they got you to this point. Why wouldn’t they be able to get you through it?

Blog

Do you ever watch a campaign speech and wonder, “What is driving this person?” Why is a political office so important that candidates put in 16-hour days, seven days a week, for weeks on end to earn your vote? They have ideas on ways to make things better, sure. The desires for power and prestige certainly play a role as well. But there is something more: the desire to leave a mark – a legacy that will endure beyond their term in office.

Blog

Have you been trying to “get ahead?” It can be difficult not to. But there are a couple problems with getting ahead: Against whom do you measure “getting ahead,” and is it possible to get ahead without someone else getting behind? How far ahead do you need to get, and when will you know you’re there? Maybe instead of getting ahead, we should simply focus on having enough. How might that change the way we behave, treat other people or see the world?

Blog

As a business owner, there never seems to be enough time in the day. Between providing the best possible service to your current clients, meeting with prospects, managing your staff and dealing with whatever issue the day brings, business owners tend to be the definition of the word “busy.” But busy doesn’t always equal successful.

Blog

It is so important to think in advance about your retirement lifestyle and how much income you will need to maintain that lifestyle before you retire. Usually, before people hit retirement, they may think about what options they have and how to attain the financial goals they have set for themself and their families. In this article, I'm excited to elaborate on what you should know as you plan on generating your retirement income from your portfolio.

Team locations

Long Island, NY
724 Long Island Avenue, Deer Park, New York, 11729

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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