Premier Asset Solutions, Inc

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Premier Asset Solutions, Inc It is our pleasure to educate our clients so that they can effectively grow, manage, and protect. This is what makes us different.”

Daniel C. Daniel C.

Here at Premier Asset Solutions, we bring financial clarity to our clients and help them figure out where they are now, where they want to go, and how to get there. We offer a variety of innovative financial services to help business owners at every stage of the business life cycle, taking into account their goals, values, and tolerance to risk. We also work with individuals and families to create and implement cutting-edge solutions aimed at growing, protecting, and conserving their wealth for generations to come. Founder Daniel Capurso says of his team, “We strive to be relatable, transparent and genuine. We believe in paying it forward by helping our clients, community and peers achieve great things. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. Daniel Capurso and Maria Ocampo are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Capurso, Piero Silvestri, and Maria Ocampo are not licensed in all jurisdictions. Daniel's CA ins lic #4103323. Neither Premier Asset Solutions, Inc nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Premier Asset Solutions, Inc is not owned or operated by New York Life Insurance Company or its affiliates.

520 Broad Hollow Rd (southwest entrance)
Melville, New York 11747
(631)391-3457

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

03/28/2022
If your employer offers a financial wellness program, you might want to take advantage of it. Read on to learn why and h...
08/25/2021

If your employer offers a financial wellness program, you might want to take advantage of it. Read on to learn why and how.

There are always plentiful of things you can do to brighten your financial well being.

Do you know all the ways you can use life insurance?
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Do you know all the ways you can use life insurance?

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As always, strategizing now can help prepare you — and your family — for a better future.
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As always, strategizing now can help prepare you — and your family — for a better future.

When transferring wealth to your heirs, estate tax planning strategies can help shelter your assets and minimize the hit from gift and estate taxes.

Some of those who received a Child Tax Credit payment may need to pay them back. Read this for more details.
08/22/2021

Some of those who received a Child Tax Credit payment may need to pay them back. Read this for more details.

Unlike stimulus checks, you might have to repay your monthly child tax credit payments if you get too much money from the IRS.

Let's turn this day into a gift-giving opportunity. I'll start with the gift of helping you manage your retirement goals...
08/21/2021

Let's turn this day into a gift-giving opportunity. I'll start with the gift of helping you manage your retirement goals. Once you've had a chance to read these tips, give me a call, and we'll get to work.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Whether you're celebrating as an official senior, or just looking ahead, setting retirement goals is always a good ide...
08/20/2021

Whether you're celebrating as an official senior, or just looking ahead, setting retirement goals is always a good idea. Give me a call when you're ready to get started.

Upon considering their retirement savings and other assets, married couples can financially prepare for managing cash flow in retirement.

While many people understand the importance of having the protection that life insurance provides, choosing the right po...
08/19/2021

While many people understand the importance of having the protection that life insurance provides, choosing the right policy can be difficult. The good news is you don't have to do it alone. Click here for some tips and let's go over your options together.

There are multiple life insurance policies. The most popular are term life and whole life. Here's what you need to know about your options.

Find out if short-term life insurance might be right for you.
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Find out if short-term life insurance might be right for you.

Learn about the types of short-term life insurance, plus 6 scenarios when you might want to buy a policy.

Here is some inspiration to help your kid earn their first dollars.
08/17/2021

Here is some inspiration to help your kid earn their first dollars.

Kids can make money by selling stuff online or in person, getting paid to do chores, taking surveys and more. Learn about other job opportunities for kids.

Address

520 Broad Hollow Road
Melville, NY
11747

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm

Telephone

+16313913457

Website

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