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About Us


Our Mission

Making high-quality financial expertise accessible to every Long Island resident,

at every stage of life.

Who We Serve

Core Values

At Eastern Advisory Group, we believe that financial guidance is about more than numbers. We partner with individuals, families, retirees, and business owners on Long Island to create strategies that reflect their unique goals and life circumstance.

Our Programs

unique Approach

Personal, proactive, and always evolving.


By combining strong expertise with with a commitment to your success, we help clients navigate life's milestones with confidence.

Our Services

What Makes Us Different
You Are not just a Client.

You become part of our team.

We prioritize education, believing that informed clients make the best decisions for their futures. By offering clear, concise insights, we help our clients navigate their financial journeys with confidence. Our team consists of experienced professionals who are not only specialized in their fields but also passionate about empowering our clients. 

Being part of the Long Island community is more than just our location; it's a reflection of our values. We take pride in supporting our neighbors, contributing to the growth and prosperity of the region. As we look to the future, our commitment remains steadfast: to continue leading with integrity and to be the trusted advisors our clients deserve.

exclusive programs

  • College Tuition Savings

Earn up to one year of tuition free


  • Police, EMS, & Fire


  • K-12 Educators and staff
Learn More

our careers

At Eastern Advisory Group, we believe that financial guidance is about more than numbers. We partner with individuals, families, retirees, and business owners on Long Island to create strategies that reflect their unique goals and life circumstance.

Apply Now

meet the team

Most financial representatives focus on products. We focus on people.


You deserve more than generic advice, you deserve guidance tailored to your lifestyle.

Our Team

Our Process 
Guiding You, Every Step of the Way

Complimentary Consulation

1: Discovery and Assessment

Understanding your financial situation, goals, and challenges to tailor a personalized strategy.

Calculators

2: Strategy Development

Crafting a comprehensive plan that aligns with your aspirations and addresses your unique needs.

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3: Implementation 

Executing the plan while continuously reviewing and adjusting to keep you on track.

Contact Us

Working with a financial professional can be one of the most important decisions you make.

 Our approach begins with listening to your goals, your challenges, and your vision for the future. From there, we will create personalized strategies that grow and evolve with you at every stage.

Download our helpful guide to learn exactly why this may be your next best move.