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NEED HELP FITTING YOUR FINANCIAL PUZZLE PIECES TOGETHER?



Our team is committed to helping you sort through the confusion that comes with
managing your finances and prioritize what will make your future easier.

Contact Us


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LEAVE THE COOKIE CUTTER IN THE KITCHEN!



At Squigley Financial, we understand everyone is in different phases of their
lives. Whether you are a newly wedded couple or looking to retire, we'll work
with you formulate the best plan of action for you. 

How can we help?


WHO WE HELP



Helping investors from every background


RETIREMENT


RETIREMENT

You worked for it, make sure you can enjoy it.

Learn more


NEW COUPLES


NEW COUPLES

Now that you've taken the next step in your relationship, let us help you take
the next step with your money.

Learn more


TAX PREP



TAX PREP

Let's talk about how your taxes could affect your financial plan.

Learn more


COLLEGE FUNDING


COLLEGE FUNDING

Furthering your education comes with a price tag, but shouldn't be an obstacle.
Study with us to form an A+ plan so you can focus on your classes.

Learn more


MEET THE TEAM

Who are we?

Get to know the team here at Squigley financial. If you're looking for a bit of
insight on who we are, click the button to learn more about who our team members
are.

Who are we?


YOUR MONEY. OUR KNOW-HOW.



When was the last time you sat down and had an eye-opening conversation about
your money, life, and goals? If it’s been a while, it may be time for some great
advice from a trusted source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or
beyond, we’re here for you. We’re proud of our team and the people we’ve helped,
and we hope we can count you among them.


RETIREMENT

Make a plan and keep it on track

Learn more


FINANCIAL ADVICE

Goal-setting, cash flow, and risk management

Learn more


ESTATE STRATEGY

Plan for every phase of life

Learn more


DEBT MANAGEMENT

Keep your money working for you

Learn more


AS SIMPLE AS 1, 2, 3



STEP


1


LET’S GET TO KNOW EACH OTHER.

Set up a meeting so we can chat about how we can help you.

STEP


2


PUTTING THE PIECES TOGETHER.

Make sure to bring your documents and information so we form the most beneficial
plan for you.

STEP


3


SEEING THE BIG PICTURE.

Stay in touch! Let's meet up to make sure you're on the right track or want to
make changes to your plan.

Putting the Big Picture Together

Our first priority is helping you take care of yourself and your family. We want
to learn more about your personal situation, identify your dreams and goals, and
understand your tolerance for risk. Long-term relationships that encourage open
and honest communication have been the cornerstone of my foundation of success.


LET’S CHAT.



Feel free to reach out with any questions or concerns ypu may have or if you
just want to catch up!

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Email
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CONTACT

Office: 516-354-3334

8 Yale Street

Garden City, NY 11530

susan@squigleyfinancial.com


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This information is not intended as tax or legal advice.