Fleming Wealth Management

Fleming Wealth Management Holistic Wealth Management Firm offering investment management, financial and estate planning with independent insurance options. Www.flemingwealthmgmt.com

Firm is affiliated with Halliday Financial.

06/08/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/05/2026

The latest issue of Market Week is available.

06/04/2026

Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

06/03/2026

The Iran war has driven U.S. gas prices to levels not seen since the Russian invasion of Ukraine in 2022.

06/03/2026

See how the markets performed in May 2026 and year-to-date.

06/03/2026

If you withdraw cash or other assets from an employer-sponsored retirement plan ("employer plan") in an "eligible rollover distribution," (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA. You don't include...

06/02/2026

A charitable gift is a contribution of cash or property to, or for the use of, a qualified charity. A gift is "for the use of" an organization when it's held in a legally enforceable trust for the qualified organization or in a similar legal arrangement. Americans give billions of dollars to chariti...

06/01/2026

The latest issue of Market Month is available.

06/01/2026

Find out how you could benefit by seeking help from a financial professional.

05/29/2026

Section 403(b) of the Internal Revenue Code (IRC) describes a special type of defined contribution retirement plan available only to public schools, tax-exempt organizations, and certain ministers. Section 403(b) provides an exclusion from current income for employer contributions and employee pre-t...

Address

725 Glen Cove Avenue
Glen Head, NY
11545

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15166711099

Website

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