McIntosh Tax & Asset Management Group Email Formats

About McIntosh Tax & Asset Management Group

We are a boutique investment & tax preparation firm, and have been servicing the Long Island community for over 20 years. Our firm specializes in comprehensive financial planning, as well as tax strategy and preparation. We believe in a holistic approach to wealth management, and implement strategies that cover all facets of your financial lives. Let us develop a customized investment plan tailored to your needs. Robert W. McIntosh is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, VT. Securities, asset management, financial planning, and investment advisory services offered solely by Equity Services, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org). 410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788, (631) 582-6400. National Life Group is a trade name of NLIC and its affiliates. McIntosh Tax and Asset Management Group is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Tax advice is offered independently of Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. Robert W. McIntosh is licensed to sell securities in New York and insurance-licensed in New York. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others' views or experiences. TC8133623(0725)3

View contact profiles from McIntosh Tax & Asset Management Group