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Third Party Resources

Accountants and CPA's

James Phelan

P.O.Box 98 Great River, New York 11739
Office: (631)277-7468
Email: jphelancpa@aol.com

Glenn Ferragamo

Office Locations in New York and North Carolina
Office: (336)765-9581
Email: migamomo@earthlink.net

James Danowski

1650 Route 112, Port Jefferson, NY 11777
Office: (631)473-3400
Email: ed@cdllp.net

Saranto Calamas

1660 Route 112, Port Jefferson, NY 11777
Office: (631)928-0002
Email: saranto@saranto.com


James Volonakis

5-44 47th Ave,
Long Island City, NY 11101
Office: (718) 937-7790
Email: jimmy.cpafirm@gmail.com


Lawyers

Eric Cherches

220 East Main Street, Port Jefferson, NY 11777
Office: (631)928-5500
Email: echerches@gmail.com

Mitch Melnick

51 Main Street, New Milford, CT 06776
Office: (860)355-2631
Email: mmelnick@crameranderson.com

Brian Andrew Tully, JD, CELA

444 New York Ave, Huntington, New York 11743
Office: (631)424-2800
Email: bat@Estateplanning-Elderlaw.com
Website: www.estateplanning-elderlaw.com

Terence M. Higgins

55 Manhasset Ave. Manhasset, NY 11030
Office: (516)365-6414 Ext: 3
Email: tmhattorney@hotmail.com

Joel Sikowitz

PO Box 190, Babylon, New York 11702
Office: (631)669-3080
Email: jsikowitz@hotmail.com

Lawrence Siegel

1050 Old Nichols Rd. Suite 100, Islandia, NY 11749
Office: (631)234-3030
Email: lsiegel@davidowlaw.com

The accountants, CPA's and attorneys listed above are provided as a convenience to our clients and in no way represent a recommendation or an endorsement. These parties are not affiliated with Lippencott Financial Group or NYLIFE Securities LLC. Choosing a third party advisor is strictly the client's choice and responsibility.

Disclosure

Donald Lippencott is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0F17333), CO, CT, DC, DE, FL, IA, ID, IL, MA, MD, ME, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, VA, VT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Donald Lippencott is licensed and authorized to offer insurance in California, but Lippencott Financial Group may not be. For additional information on California licensure status, please click here.

Donald Lippencott is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4 Technology Dr Ste 260, East Setauket, NY, 11733. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Donald Lippencott is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, DE, FL, IL, KY, MA, MD, ME, MS, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Donald Lippencott is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Lippencott Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Lippencott Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • WHO WE ARE
    • OUR FIRM
    • OUR TEAM
    • OUR PROCESS
  • WHAT WE DO
    • AREAS OF EXPERTISE
  • OUR RESOURCES
    • STRATEGIC ALLIANCES
    • THIRD PARTY PROFESSIONALS
  • CLIENT EDUCATION
    • NEWSLETTERS
    • VIDEO LEARNING LIBRARY
  • LOCATION & CONTACT

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