Frequently Asked Questions about our recent Transaction

Thank you all for the incredible amount of good wishes on our recent transaction.  We wanted to write this follow up email to clear any confusion. Please feel free to call or email with any additional questions.

  • Are our partners, associates and staff remaining the same?
    • All our partners, associates and staff are staying.  Everyone is at the same location, email and phone number.  We are here to serve and support as always.
  • What is the reason behind the merger?
    • To increase our capabilities and resources to serve our clients both locally and across the country.  We have four practice groups:
      • Employee Benefits
      • Retirement Plans (401k and Pension)
      • Wealth Management, Individual Insurance & Financial Planning
      • Property and Casualty/Risk Management

As a result of this merger, we maintain the critical role of being in direct contact with our clients, just as we have in the past, while gaining access to more resources. We are now part of a growing firm with more than 30 offices throughout the country.  The end result is more capabilities and brain power to help you. 

Thank you again for your kind words, we look forward to continue helping you now and in the future.

To view Tuesday's press release, please click here.

TSG Financial LLC is a Financial Services company located in Garden City, NY. Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. TSG Financial LLC, Risk Strategies Company and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact  business and/or respond to inquiries in states or jurisdictions in which they hae been properly registered or are exempt from registration.  Not all products and services in every state, jurisdiction, or from every person listed. 

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