Our Services - FLI Investors
Aa
Helping clients nationwide for over 40 years
Client Portal
Helping clients nationwide for over 40 years
Client Portal
Animated Lines
Hero

Customized services that
empower you to achieve financial success
and lasting
peace of mind.

Let’s Discuss
Hero

Customized services that
empower you to achieve financial success
and lasting
peace of mind.

Let’s Discuss

Our Services

First Long Island Investors offers comprehensive wealth administration services designed to ease the complexities of managing substantial wealth. Our expert team collaborates with clients and, if you prefer, your other trusted advisors to provide tailored support in estate planning, retirement and philanthropic planning, tax and insurance counsel, and so much more.

Wealth Management

Grow and protect your assets with tailored wealth management solutions from First Long Island Investors. Our comprehensive services include investment management, customized asset allocation, global diversification, risk and liquidity assessment, and management of concentrated portfolios (including low basis holding). Our experts provide custom solutions to precisely meet your financial goals.

Financial Planning

Secure your financial future with comprehensive financial planning from First Long Island Investors. Our services include estate and generational wealth planning, post-business sale counsel, retirement strategies, philanthropic guidance, tax optimization, insurance advisory, and college planning. Discover how our personalized approach can enhance your financial well-being and protect your legacy.

Wealth Administration

First Long Island Investors offers comprehensive wealth administration services designed to ease the complexities of managing substantial wealth. Our expert team collaborates with clients (and, if you prefer, your trusted advisors) to provide tailored support in estate and generational wealth planning, retirement and philanthropic planning, tax and insurance counsel, and so much more. Contact us today to experience the power of tailored wealth administration.

Family Office Services

First Long Island Investors provides family office services for multi-generational wealth management. Our comprehensive solutions include cash flow management, tax coordination, gift and philanthropic planning, interfacing with outside legal and accounting advisors, insurance planning and protection, and family governance guidance. We help families navigate the complexities of wealth, educate the next generation, and ensure seamless, responsible stewardship of family assets. Discover our tailored family office services designed to preserve and grow your family’s legacy.