skip to main content
Main Menu
HEADER LOGO
  • 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

                    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
                    Lippencott Financial Group > Logo > Transparent Background
                    • 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

                                      Copyright . New York Life Insurance Company. All Rights Reserved.

                                      Privacy Policy

                                      NYLIFE Securities LLC, Member FINRA/SIPC.

                                      For additional information, visit Customer Relationship Summary.pdf

                                      Your Privacy Choices