My Team

Jay Lipman takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you are interested in meeting with Jay Lipman for a client review or a first time appointment, please contact his office at 631-592-2021.



Sarah Marie Eve

Office 631-592-2000

Jay Lipman, CLU®, ChFC®, CLTC®

Wealth Management Advisor


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