The 360 Group - Morgan Stanley Team - GREAT NECK, NY
Morgan Stanley
The 360 Group
at Morgan Stanley
STE 214
tel: (516) 773-7231
toll-free: (877) 710-3944 
fax: (516) 773-7283

When life suddenly changes, planning and investing for the future can seem like an impossible task.  Sometimes change can be exciting, like preparing a business for sale or approaching retirement.  Other changes can come with a heavy heart, like the loss of a loved one, an illness, aging parents, or a divorce.

Regardless of the uncertainty ahead of you, our Life Transition Blueprint helps individuals and families navigate and prepare for life's biggest challenges, while allowing a new future to unfold naturally as we develop flexible plans to empower you in the days ahead.

We are here to help you navigate the financial challenges associated with: the sale of a business, retirement, aging parents, divorce, the loss of a spouse, illness, or a sudden or unexpected change in financial position.

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  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

  • Changes in pension tax law afford business owners the ability to make significantly larger contributions to a plan consisting of both a Defined Contribution plan and an Insured Defined Benefit plan. Call or email today to learn more, and to find out if a plan may be right for your business.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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