Bryan Lubitz - Financial Professional

Bryan Lubitz - Financial Professional Nothing excites me more than serving the community and helping people achieve financial success.

✨ Join us for an unforgettable Night as we wrap up the Visionaries of the Year campaign for Blood Cancer United!This 10-...
05/21/2026

✨ Join us for an unforgettable Night as we wrap up the Visionaries of the Year campaign for Blood Cancer United!

This 10-week challenge has brought communities together to raise funds for lifesaving research, patient support, and advocacy for blood cancer survivors. 💪❤️

📅 Save the Date: June 3rd at Larkfield Manor, East Northport 🎟️ Silent auctions, community engagement, and more await!

Your support—whether through donations, sponsorships, or attending—makes a powerful impact. Together, we can cure blood cancer and improve lives. 🌟

📞 Contact Bryan Lubitz at 516-358-3931 or email [email protected] to contribute or learn more.

Let’s make a difference, one chip at a time! 🃏

Welcoming a new family member? Here are essential steps to ensure your financial plans align with your growing family's ...
05/08/2026

Welcoming a new family member? Here are essential steps to ensure your financial plans align with your growing family's needs:

* Budget Adjustments: Update your budget to account for new expenses like diapers and daycare.

* Emergency Fund: Ensure you have 3-6 months of expenses saved for unexpected events.

* Insurance Needs: Review health insurance for your child and consider life insurance for family security.

* Education Savings: Start saving early with options like a 529 plan for future education costs.

* Estate Planning: Update or create a will for guardianship and inheritance clarity.

* Tax Considerations: Explore tax credits and deductions available for families.

Let's connect to create a financial plan that supports your family's goals!

🌟 Gratitude and Inspiration at the Visionary of the Year Blackstones Gala: for nominee Bryan Lubitz 🌟I am deeply honor...
04/21/2026

🌟 Gratitude and Inspiration at the Visionary of the Year Blackstones Gala: for nominee Bryan Lubitz 🌟

I am deeply honored to have been nominated as Visionary of the Year by Long Island Blood Cancer United. Our gala at Blackstones was a testament to the incredible support and generosity of our community. Thank you to everyone who attended and made the evening truly special.

The highlight of the night was undoubtedly our courageous young hero, Carlos. Diagnosed with brain cancer at just 2 years old, Carlos has shown remarkable strength and resilience. Now 10, he continues to inspire us all with his bravery and spirit. He truly was the man of the hour!

Your support makes a real difference in the lives of children like Carlos. Let's continue this fight together. Please consider donating to this vital cause: [Support the Visionary of the Year Campaign](https://pages.lls.org/voy/li/li26/blubitz).

Together, we can bring hope and healing to those who need it most. Thank you for standing with us.

I am honored to be nominated for Long Island's Visionary of theYear. With 16 candidates from Long Island, our networks a...
03/25/2026

I am honored to be nominated for Long Island's Visionary of the
Year. With 16 candidates from Long Island, our networks are key to the campaign. My goal is to raise money for children with cancer.
The highlight of my campaign will be a gala at Blackstone's Steakhouse in Melville, NY.
We are currently looking for sponsors!
Please consider going to my page and helping our cause.
https://pages.lls.org/voy/li/li26/blubitz

With the conflict in Iran seemingly escalating I am here to be a resource for you. We have been educating our clients ...
03/17/2026

With the conflict in Iran seemingly escalating I am here to be a resource for you. We have been educating our clients to various strategies that can help your investments, and retirement accounts.

Please see this video for more information on if this could provide some piece of mind to your overall retirement goals.

Please reach out for more information.

03/17/2026

With the conflict in Iran seemingly escalating I am here to be a
resource for you. We have been educating our clients to various
strategies that can help your investments, and retirement accounts.
Please see this video for more information on if this could provide
some piece of mind to your overall retirement goals.

5evzks/Transamerica_Principal_Op%E2%80%A6

Please reach out for more information.

Today, I’m celebrating a special milestone: surpassing 10,000 connections here on LinkedIn! I’m incredibly grateful for ...
03/05/2026

Today, I’m celebrating a special milestone: surpassing 10,000 connections here on LinkedIn! I’m incredibly grateful for this amazing network of professionals, thought leaders, and changemakers who continue to inspire and support one another. Thank you for being part of my journey—your engagement, insights, and encouragement mean the world to me.

As a Holistic Financial Coach, credentialed from Columbia University, my mission is to empower individuals and families to build a healthier relationship with money and achieve their financial goals. I believe financial well-being goes beyond numbers—it’s about aligning your finances with your values, dreams, and overall life vision.

I’m looking forward to being a resource for this wonderful community. Whether it’s sharing financial strategies, offering guidance, or simply connecting, I’m here to support you in your journey.

Let’s continue growing, learning, and making an impact together. Thank you for being part of this milestone, and I’m excited for what’s ahead!

Feel free to reach out—whether it’s for collaboration, questions, or just to say hello. 💬

Here’s to thriving together! 🌟

🌟 Plan for the Future: Navigating Long-Term Care Costs 🌟As we look ahead, planning for long-term care is becoming increa...
02/23/2026

🌟 Plan for the Future: Navigating Long-Term Care Costs 🌟

As we look ahead, planning for long-term care is becoming increasingly essential. The costs of in-home care, nursing facilities, and assisted living are on the rise, impacting many families.

💡 Why Planning Matters:

Rising Costs: Care expenses are climbing each year, making early planning crucial.
Financial Security: Protect yourself and your loved ones from unexpected financial burdens.
Peace of Mind: Explore your options and focus on what truly matters—your health and well-being.
I understand the challenges and emotions involved in this process. I've helped many clients navigate their options with clarity and confidence. My aim is to provide education, not a sales pitch—empowering you to make informed decisions that fit your unique needs.

📞 Let’s Connect: I’m here to discuss long-term care planning options tailored specifically for you. Whether for yourself or a loved one, I’m ready to guide and support you every step of the way.

Feel free to reach out or comment below to start the conversation. Together, we can ensure you’re prepared for the future with a plan that works for you.

Looking forward to connecting with you! 🌟

Check out LPL Financial Research's Weekly Commentary on the market: "From Bubble Fears to Disruption Risk: The New AI Ma...
02/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "From Bubble Fears to Disruption Risk: The New AI Market Narrative".https://static.fmgsuite.com/media/documents/57b28a6c-adec-4e3b-92fc-87dcf8cbb42d.pdf

🌟 What an incredible night at the Equitable 2025 Awards Banquet! 🎉I'm deeply grateful for the journey that brought me he...
02/13/2026

🌟 What an incredible night at the Equitable 2025 Awards Banquet! 🎉

I'm deeply grateful for the journey that brought me here and thrilled for all that's to come. A special shoutout to my beautiful wife, Chauntelle, whose support means the world to me. 💖

It was wonderful to celebrate with friends and colleagues who have been an integral part of this amazing experience. Your presence made the night truly unforgettable!

Here's to future adventures and continued success! 🥂



photo by Brett Deutsch, www.deutschphoto.com

Address

395 N Service Road
Melville, NY
11747

Telephone

+15162631172

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