Financial Services in Lindenhurst, NY
Founded in 2010 by Richard Seeger, R. Seeger Wealth Management Ltd. in Lindenhurst, NY offers a complete range of asset management and financial services. Richard continues to help a diverse range of clients along the East Coast – from New York to Florida. In addition to retirement and trust services, Richard wants to help assist you to ensure your financial security.
If you do not have a proper estate plan, you are putting yourself and your loved ones at risk. Richard works closely with your attorney and tax professional to create a strong estate plan that gives you the best protection possible, under the law. Richard has the relationships and resources you need to properly secure your legacy, provide for your family, and protect your assets.
Let us get you in front of the right professional to review the following:
Health Care Directives
Power of Attorney
Our firm offers flexible hours and Richard makes himself available 24/7 to better accommodate his clients’ needs. For more information about estate planning or to schedule a consultation, contact Richard today by calling (631) 592-9729.
R. Seeger Wealth Management, Ltd (“RIA Firm”) is a SEC registered investment adviser located in Lindenhurst, NY. R. Seeger Wealth Management, Ltd may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. R. Seeger Wealth Management, Ltd web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of R. Seeger Wealth Management, Ltd web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by R. Seeger Wealth Management, Ltd with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of R. Seeger Wealth Management, Ltd, please contact the state securities regulators for those states in which R. Seeger Wealth Management, Ltd maintains a registration filing. A copy of R. Seeger Wealth Management, Ltd current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from R. Seeger Wealth Management, Ltd upon written request. R. Seeger Wealth Management, Ltd does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to R. Seeger Wealth Management, Ltd web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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