NestEgg Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

330 Motor Pkwy Ste 305, Hauppauge, New Y...

Phone Number

(631) 952-2700

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About NestEgg Advisors

NestEgg Advisors, located in Hauppauge, NY, specializes in financial planning and wealth management solutions tailored to help clients achieve their financial goals and dreams. They offer a range of services including tax planning, social security planning, and asset protection, with a focus on building personalized strategies for retirement and other life milestones. The firm is dedicated to fostering strong client relationships and providing ongoing, unbiased advice to ensure financial success. Their target clients include individuals preparing for retirement, baby boomers, and those seeking guidance on personal finance matters.Explore more
NestEgg Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

NestEgg Advisors Org Chart

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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NestEgg Advisors

<$5M
11-50
Private
-
1995
BL
Bud LevyFounder & President
<$5M
1-10
Private
-
2018
SB
Stacy BorgesManager, Client Services
<$5M
1-10
Private
-
-
Thomas Leonardi, President & Chief Executive Officer at Strategic Capital Advisors
Thomas LeonardiPresident & CEO
<$5M
1-10
Private
-
2007
SV
Suehein ValleVA Benefits Advisor
Illustration of an envelope

NestEgg Advisors Tech Stack

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Frequently Asked Questions Regarding NestEgg Advisors

What is NestEgg Advisors's official website?
NestEgg Advisors's official website is www.nesteggadvisors.net
What is NestEgg Advisors's Revenue?
NestEgg Advisors's revenue is <$5 Million
What is NestEgg Advisors's SIC code?
NestEgg Advisors's SIC: 62,628
What is NestEgg Advisors's NAICS code?
NestEgg Advisors's NAICS: 52,523
How many employees does NestEgg Advisors have?
NestEgg Advisors has 11-50 employees
What industry does NestEgg Advisors belong to?
NestEgg Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is NestEgg Advisors competition?
NestEgg Advisors top competitors include: Strategic Capital Advisors, BlueChip Financial Advisors, Yorktown Financial Group
What technology does NestEgg Advisors use?
Some of the popular technologies that NestEgg Advisors uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact NestEgg Advisors?
NestEgg Advisors contact info: Phone number: (631) 952-2700 Website: www.nesteggadvisors.net
What does NestEgg Advisors do?

NestEgg Advisors, located in Hauppauge, NY, specializes in financial planning and wealth management solutions tailored to help clients achieve their financial goals and dreams. They offer a range of services including tax planning, social security planning, and asset protection, with a focus on building personalized strategies for retirement and ot... her life milestones. The firm is dedicated to fostering strong client relationships and providing ongoing, unbiased advice to ensure financial success. Their target clients include individuals preparing for retirement, baby boomers, and those seeking guidance on personal finance matters.Read More

What are NestEgg Advisors social media links?
NestEgg Advisors Linkedin page NestEgg Advisors Facebook page
Is NestEgg Advisors a public company?
NestEgg Advisors is private company therefore does not currently have an official ticker symbol
See more information about NestEgg Advisors

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