Serving clients for over 40 years with one goal in mind — to provide a wealth of life,
not just financial security.
Let’s DiscussServing clients for over 40 years with one goal in mind — to provide a wealth of life,
not just financial security.
Let’s DiscussWho We Serve
There are only so many paths to becoming wealthy, but managing that wealth can become complex. That’s why clients with $5 million or more turn to First Long Island Investors. We take a holistic approach to wealth management, focusing on managing, preserving, and growing your wealth for you and future generations.
Individual Investors
We assist individuals and couples in achieving their goals by creating a personalized plan that integrates financial planning, risk management, and investment services.
Executives & Business Owners
Need help managing your financial life? Our wealth management professionals specialize in providing wealth management and long-term financial planning for business owners and executives. We’ll help you navigate your current financial situation while helping secure your future so you can focus on your business or executive responsibilities.
Families
We assist families in achieving their goals by creating a personalized plan that integrates financial planning, risk management, and investment services.