Our goal is to create a resource rich environment where local residents can come and ask questions without the threat of being sold something. Business would be a natural occurrence if and only if a client felt confident in the recommendations shared by each independent advisor. Our services help all age groups. We strive to actively educate the community and give clarity on which options are best for Medicare, Social Security, Retirement, Estate Planning, Mortgages and Business Insurance.
Meet Monika, one of the remarkable co-founders of our esteemed Retirement Center. Her journey is a testament to resilience and achievement, an inspiration for individuals of all ages seeking financial security.
Monika's early life in Poland was marked by profound challenges, growing up as one of three
siblings in a financially disadvantaged
Meet Monika, one of the remarkable co-founders of our esteemed Retirement Center. Her journey is a testament to resilience and achievement, an inspiration for individuals of all ages seeking financial security.
Monika's early life in Poland was marked by profound challenges, growing up as one of three
siblings in a financially disadvantaged family. At just 20, she made her way to the United States, where she worked diligently in a variety of roles to make ends meet. During this time, she uncovered the key to transforming her life. A turning point came when Monika joined her first financial group, where she gained invaluable skills and cultivated the mindset needed to realize her lifelong aspirations. Today, her mission is clear: to help families proactively secure their futures. With over a decade of expertise in the financial industry, Monika stands as a seasoned professional and an inspiring role model for those seeking financial security.
Her commitment to community empowerment is equally impressive. Monika's commitment to her community extends far and wide. In addition to co-founding our
Retirement Center, she serves as a Member of the Lindenhurst Chamber of Commerce, an
active participant in the Kiwanis Lindenhurst Chapter, and a dedicated member of the
Lindenhurst Moose Lodge Chapter 1421. Her involvement doesn't stop there; she's also a proud member of Babes in Business Long Island and the Rotary Club. Monika's extensive
engagement in these local organizations is a testament to her deep-rooted dedication to making a positive impact on her community.
Our Retirement Center, under Monika's guidance, offers meticulously tailored financial services suitable for individuals of all ages. Whether it's crafting investment strategies, safeguarding against unforeseen risks with insurance, or planning for retirement through 401K, Monika's
commitment remains unwavering. Her motto is clear: "Plan your future to maximize earnings and minimize tax burdens." What truly sets our Retirement Center apart is the personalized attention each client receives. When you reach out, you will have the privilege of speaking directly with Monika herself. Moreover, you'll gain access to a proficient team dedicated to your financial well-being.
Monika's unwavering dedication to her community is evident through her extensive involvement in local organizations. Regardless of your age or financial goals, Monika is your trusted partner
in securing a prosperous future.
Take the first step towards securing your future today. Reach out to Monika at our Retirement Center, and let her guide you toward a life of financial abundance and peace.
Co-Founder Victor Zayas is a financial advisor that works closely with CPA's, enrolled agents, & other tax professionals to help them deliver unparalleled value to the American business family. He has uncovered hidden wealth in retirement plans like 401k's and can maximize retirement income potential through safe money investments that d
Co-Founder Victor Zayas is a financial advisor that works closely with CPA's, enrolled agents, & other tax professionals to help them deliver unparalleled value to the American business family. He has uncovered hidden wealth in retirement plans like 401k's and can maximize retirement income potential through safe money investments that deliver better returns with no market volatility or unnecessary taxes.
Christina Sammartino Esq., our attorney, brings over seven years of legal experience in New York State to our Team. A graduate of Pace University School of Law with a background in Business Administration from Hofstra University, Christina’s expertise spans Real Estate, Estate Planning, Estate Administration, Guardianship proceedings,
Christina Sammartino Esq., our attorney, brings over seven years of legal experience in New York State to our Team. A graduate of Pace University School of Law with a background in Business Administration from Hofstra University, Christina’s expertise spans Real Estate, Estate Planning, Estate Administration, Guardianship proceedings, and Medicaid planning and applications. She is also certified as a Guardian, Court Evaluator, and Attorney for the AIP under Part 36 of the Rules of the Chief Judge.
Shawn is an Insurance and Retirement Specialist with 13 years of experience in the insurance industry and 6 years of service in the United States Air Force. His dedication lies in revolutionizing the insurance landscape. His main goal is to be a trusted partner for our clients by offering tailored insurance solutions that prioritize pro
Shawn is an Insurance and Retirement Specialist with 13 years of experience in the insurance industry and 6 years of service in the United States Air Force. His dedication lies in revolutionizing the insurance landscape. His main goal is to be a trusted partner for our clients by offering tailored insurance solutions that prioritize protection over price. He consistently aims to exceed expectations and drive the industry forward through innovation and a commitment to excellence, while empowering individuals and businesses to secure a brighter, safer future.
Members of the community came out to Welcome us at our Grand Opening Celebration! The Lindenhurst Chamber of Commerce gifted us with an official Ribbon-cutting ceremony as they were joined by the Kiwanis Club of Lindenhurst, Legislator Kevin McCaffrey, Mayor Mike Lavorata and many others from the Village of Lindenhurst.
1 Lee Ave, Lindenhurst NY, 11757
Join us in learning how to MAXIMIZE your Social Security benefits! Join us at the Lindenhurst Memorial Library!
See the downloadable PDF belo...
1 Lee Ave, Lindenhurst NY, 11757
1 Lee Ave, Lindenhurst NY, 11757
Join us in learning how to MAXIMIZE your Social Security benefits! Join us at the Lindenhurst Memorial Library!
See the downloadable PDF belo...
1 Lee Ave, Lindenhurst NY, 11757
185 N Broadway, Lindenhurst NY, 11757
Join us in learning how to MAXIMIZE your Social Security benefits! Join us at the Lindenhurst Knights of Columbus!
1:30pm or 6:30pm
See the do...
185 N Broadway, Lindenhurst NY, 11757
185 N Broadway, Lindenhurst NY, 11757
Join us in learning how to MAXIMIZE your Social Security benefits! Join us at the Lindenhurst Knights of Columbus!
1:30pm or 6:30pm
See the do...
185 N Broadway, Lindenhurst NY, 11757
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