Investments
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Financial Planning
Investing For Your Future
Island Financial Services provides our Members with access to long term financial planning & strategies.
From Today's Goals to Tomorrow's Dreams
Custom Planning Built For You
Island Financial Services provides access to personalized investment strategies, asset allocation guidance, and comprehensive financial planning to help you work towards achieving your goals.
• Financial Planning
• Retirement Planning
• Education Expenses
• Insurance & Annuities
• Estate Planning*
• Tax Planning Strategies
Why Work with an Advisor?
You work hard for what you earn...shouldn't your money work just as hard for you? A financial advisor helps you work towards achieving both short and long-term goals while preparing for life's unexpected turns. Through an ongoing partnership, you'll get personalized guidance tailored to your needs, plus secure online access to track your progress anytime. The result? Confidence that you're on the right path, with expert support whenever you need it.
Your Goals. Your Strategy
We believe great financial planning starts with great conversations. Osaic Institutions financial advisors don't lead with products; we lead with questions. What matters most to you? What does your ideal future look like? What keeps you up at night? By truly understanding your individual goals and values, we build personalized strategies that reflect your life, not a one-size-fits-all template. Your plan is as unique as you are.
Ready to take control of your Financial Future?
Long Island families can build a complete long-term financial plan with Island Financial Services’ life insurance and annuity solutions. Osaic Institutions financial advisors specialize in helping Long Island residents navigate complex financial decisions including 401(k) rollovers, investment management, college savings plans, and comprehensive estate planning strategies. We understand the unique financial landscape of Long Island living and create customized financial plans that address your specific needs, whether you’re a young professional just starting out, a family planning for education costs, or approaching retirement. Schedule a consultation with a local Long Island financial advisor who will take the time to listen to your goals and build a personalized roadmap for your financial future.
Meet with Dave!
Dave Someria has decades of experience providing long term investment services, retirement planning, and all types of financial planning. Complete the form below to request a complimentary one-on-one introductory conversation.
Meet with Dave!
Dave Someria has decades of experiencing providing long term investment services, retirement planning, and all types of financial planning. Complete the below form to request a complimentary one-on-one introductory conversation.
Disclosures
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Island Financial Services is a trade name of Island Federal Credit Union. Osaic Institutions and the Island FCU are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value. *We do not provide legal or tax advice. Consult your legal and/or tax advisor.