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Business Team

Small Business Planning

Does your small business run efficiently?

Small businesses contribute to local economies by bringing growth and innovation to the community in which the business is established. Small businesses also help stimulate economic growth by providing employment opportunities to people who may not be employable by larger corporations.  We provide vital services to our small business clients to keep their business running efficiently.
 

 

This includes the following elements:

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  • Single K Plans

  • SEP-IRA Plans

  • SIMPLE IRAs

  • Profit Sharing / 401(k) Plans

  • Defined Benefit Pension Plans

  • Group Health Insurance

  • Group Long Term Care Insurance

Questions? Contact Us Today

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​1355 N. Ocean Avenue • Medford, NY 11763 | TEL: 631-758-8691 | FAX: 631-289-8287

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DISCLOSURE: Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Blackridge Asset Management, LLC and Diversified Financial Solutions are separate and independent entities from Peak Brokerage Services, LLC.

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To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links

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