Connect with Top-Rated Financial Planners in Port Jefferson Station!

Heritage Financial Advisory Group is a local firm with a national presence, offering comprehensive financial planning, estate planning, tax planning, retirement planning, risk management, and college planning services. Our team, led by President and founder Lou Desepoli, is dedicated to empowering individuals and families to secure their financial future and build enduring legacies.

MUNISTAT SERVICES, INC. was founded in 1977, and serves as financial advisor to local governments, school districts, and other tax-exempt organizations specializing in debt management and securities offerings. Our staff consists of dedicated and experienced individuals uniquely suited to taking each borrowing from inception to closing as efficiently as possible. Our primary purpose is to perform the technical and administrative functions required as integral parts of the borrowing process in coordination and cooperation with our clients, bond counsel, local counsel and market participants. In addition, we have extensive experience in other areas of municipal finance, such as municipal credit analysis, local and federal government accounting and auditing, securities marketing and investments. Our primary emphasis is on debt management, which begins with the development of a financial plan and continues even after securities are sold and delivered.