Preserving The Roots.

CONNECT

Address:

1800 Walt Whitman Rd , Suite 160
Melville, NY 11747

Phone:

631.753.1212

Fax/Other:

631.794.2344

Mission Statement & Qualifications

Skye Legacy Planning, LLC. is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our valued client.  We strive to understand your planning needs and provide you with only the highest quality of information, services and products to help you reach your overall goals.

 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of our planning services, and insurance programs.  The personalized assistance that we can provide is a roadmap to working towards a more secure estate, business and/or legacy plan. 

 

Our team holds various advanced academic degrees, professional licenses, and designations.  Our team leaders have previously held senior executive positions at major insurance carriers.  We consistently enhance our education and knowledge to stay up-to-date with any changes occurring in today’s market to best suit our client’s overall planning.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck