Proudly Serving

Long Island

Buckingham Strategic Wealth’s Long Island team understands that as wealth grows so does the level and complexity of planning. We help clients navigate personalized wealth planning to accomplish their most important financial life goals. Our team builds long-term personal relationships by understanding our clients and their families’ goals and financial lives to help them make sound decisions and protect and grow their wealth.

The Long Island office joined Buckingham in 2020 through its acquisition of BluePrint Wealth Alliance. We pride ourselves in our proactive and comprehensive approach to a diverse array of financial planning. We work with individuals, trusts, estates and retirement plans to build holistic, evidence-based blueprints for their financial future.

Our Services
  • Wealth Management
  • Financial Planning
  • Tax-Efficient Strategies
  • Estate Planning Consultation
  • Insurance Analysis
  • Retirement Plan Services
  • Business and Succession Planning
  • Coordination with Other Consultants (CPA, Attorney)
  • Wealth Transfer
  • Charitable Giving
  • Education Planning
  • Multi-generational Legacy Planning
  • Fixed Income Portfolio Creation
Connect With Us
Jeffrey Levine CPA/PFS, CFP<sup>®</sup>, AIF<sup>®</sup>, CWS<sup>®</sup>
Chief
Planning
Officer
Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®
Patrick Kuster, AIF<sup>®</sup>
Wealth
Advisor
Patrick Kuster, AIF®
Shannon Pauley
Client
Relationship
Specialist
Shannon Pauley
Ryan Ely
Portfolio
Manager
Ryan Ely
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Your Long Island Team

As fiduciaries, we are committed to doing what’s in the best interest of our clients. That means no selling, no commissions, no conflicts of interest — just solid, long-term financial advice. We build comprehensive plans based on evidence. We believe you should expect objective, efficient and unbiased solutions and we seek to exceed those expectations. Our team commits to the highest level of client service, and we collaborate with Buckingham’s national network of financial planning and investment specialists to solve for clients’ most complex financial needs.

Long Island

600 Old Country Road
Suite 305
Garden City, NY 11530
516.536.1615
info@buckinghamgroup.com
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We’re easy to find.

Insights

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.