At Shulman DeMeo, we strive to manage our client's assets with utmost care so they can live with confidence in their future. We're devoted to understanding your unique needs and aspirations and dedicated to creating plans that are as individual as you are. We study the details to understand the big picture, because we believe that the whole is as important as the sum of its parts.
We value strong, long-term relationships based on collaboration, communication and trust. We believe that life is what you make of it and, every day, we want to help you make the most of yours. As a boutique asset management firm, we are purposely selective and client-driven.
We value strong, long-term relationships based on collaboration, communication and trust. We believe that life is what you make of it and, every day, we want to help you make the most of yours. As a boutique asset management firm, we are purposely selective and client-driven.
Services
A thorough financial plan is the key to having confidence in the future. We'll work with you to identify and evaluate the factors that can impact your finances to arrive at an inclusive, customized plan to help you achieve your short and long-term goals. Getting to know you and your aspirations allows us to create a plan that is as individual as you are.
Shulman DeMeo Asset Management, LLC ("Company") is an SEC registered investment adviser located in Lake Success, NY. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients.
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