We're a group of more than 100 financial planners, insurance brokers, accountants, analysts and attorneys with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. 

Here at Glen Bay Financial Group we understand that financial planning for your future is scary and uncertain, especially in today's economy. But, rest assured that in our hands we've helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.

Planning for College

Financial futures for parents often includes some type of college fund. We love to teamwork with you for the future of our next generations.

Retiring comfortably to me includes the ability to travel. A lot.


You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.

Preparing for Retirement

Planning for you retirement isn't as complicated as it might seem. We have been helping more than 1,000 business owners in different ethnic groups to achieve their retirement goals.

I'm dedicated to being happy in my retirement.


Protecting Your Assets

Find out these 3 simple steps to help protect all of your assets => 1. asset accumulation 2. wealth transfer 3. legacy succession 

Relevant Reading

Would you like a worry free future?

Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. Glen Bay Financial Group is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.

About Us

Glen Bay Financial Group has well over 100 years of financial-planning experience between it's planners. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.

Call Today: 917.756.9999  for free consultation

​Glen bay

Financial Group

The most important thing is to define your goals

What Really Matters