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Use this area to tell visitors about your company and what you do. You can focus on your core products or services, the areas you serve, your company history, or what makes you unique. Be sure to complete the rest of your listing details by uploading images, adding a menu, including your hours of operation, and much more. [read more]
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Use this area to tell visitors about your company and what you do. You can focus on your core products or services, the areas you serve, your company history, or what makes you unique. Be sure to complete the rest of your listing details by uploading images, adding a menu, including your hours of operation, and much more. [read more]
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Planning for retirement or navigating investments can feel overwhelming — especially when you’re looking for guidance you can truly trust. That’s where Great South Bay Advisors, located in Holbrook, New York, sets itself apart. This independently owned financial advisory firm focuses on retirement planning, insurance strategies, wealth preservation, and long-term income planning, particularly for individuals nearing retirement or already enjoying it. Unlike larger corporate firms where clients often feel like just another account number, Great South Bay Advisors emphasizes personal relationships and accessibility. Most clients work directly with an advisor who learns their story, not just their numbers. Services Offered Clients report that the firm’s process is highly educational, not sales-driven. Advisors walk through strategies patiently — whether that means protecting assets from market volatility, reviewing existing 401(k) or IRA plans, or evaluating insurance or Medicare-related options. Key services include: *Retirement Income Distribution & Tax-Efficient Planning *Wealth Management & Investment Advisory *Insurance Solutions — Life, Long-Term Care, Medicare Supplement Guidance *Social Security Timing Strategies *Annual Financial Checkups Many clients appreciate that they don’t feel pressured into products — instead, they’re shown comparisons and given clear explanations. What Clients Are Saying While individual experiences vary, common themes appear in online reviews and testimonials: “They take the time to explain everything in plain English. I never feel rushed.” “I switched from a big-name broker because I wanted someone who actually returns phone calls — Great South Bay does.” “They helped me understand how my retirement income will work year by year. I feel relieved for the first time in a long time.” Several long-time clients reference ongoing support even after the initial planning is done, saying they feel like the firm “sticks with you” rather than disappearing after paperwork is signed. [read more]
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Looking for affordable auto and homeowners insurance? An independent agent can help you find the best rates while making sure you have the right coverage for your needs. Unlike shopping directly with insurance companies online, working with an independent agency means you'll get expert guidance to compare quotes apples-to-apples—so you're not just paying less, but actually getting the protection you need when it matters most. [read more]
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Use this area to tell visitors about your company and what you do. You can focus on your core products or services, the areas you serve, your company history, or what makes you unique. Be sure to complete the rest of your listing details by uploading images, adding a menu, including your hours of operation, and much more. [read more]
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Use this area to tell visitors about your company and what you do. You can focus on your core products or services, the areas you serve, your company history, or what makes you unique. Be sure to complete the rest of your listing details by uploading images, adding a menu, including your hours of operation, and much more. [read more]
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Use this area to tell visitors about your company and what you do. You can focus on your core products or services, the areas you serve, your company history, or what makes you unique. Be sure to complete the rest of your listing details by uploading images, adding a menu, including your hours of operation, and much more. [read more]
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Use this area to tell visitors about your company and what you do. You can focus on your core products or services, the areas you serve, your company history, or what makes you unique. Be sure to complete the rest of your listing details by uploading images, adding a menu, including your hours of operation, and much more. [read more]
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