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We manage assets for individuals and families, providing investment management, and financial planning services.

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Get in Touch

631-413-0625 (voice only) kotak_edward@nlgroupmail.com

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Our Location

410 Motor Parkway, 2nd floor
Hauppauge, NY, 11788

Our Services

Financial Planning
Investment Planning
Retirement Planning
Tax Strategies
Life Insurance
Estate Planning
Teachers 403b and Pension Planning

Edward Kotak is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 410 Motor Pkwy, 2nd Floor, Hauppauge, NY 11788, 631-582-6400. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, VT. National Life Group is a trade name of NLIC and its affiliates. 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. Edward Kotak is licensed to sell securities in NY and insurance-licensed in NY. SK7554583(0725)3

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