At The Law Offices of Lawrence Israeloff, PLLC, we believe that financial planning is the foundation of a secure future. Whether you’re accumulating wealth, planning for retirement, or protecting your family’s long-term financial health, a thoughtful, personalized financial strategy can help you achieve your goals with confidence.
As both a Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA), Lawrence Israeloff provides clients throughout Long Island and the entire New York City metropolitan area with trusted, holistic financial planning services that integrate investment advice, tax planning, and legal guidance. Our approach goes beyond just numbers. We partner with you to develop a comprehensive financial plan tailored to your life and legacy.
Financial planning is more than budgeting or saving. It’s about making informed decisions today that shape your tomorrow. A well-crafted financial plan empowers you to:
Whether you’re a high-net-worth individual, a family, or a business owner, our firm can help you gain clarity and control over your financial future.
We offer a full spectrum of financial planning services, designed to meet you where you are in life, and help you plan for where you want to go.
We provide general investment consulting with a focus on tax-efficient strategies. While we do not manage portfolios or recommend specific securities, we help you understand how your investments can align with your overall financial and tax strategy.
Planning for retirement takes foresight and strategy. We help clients develop retirement plans that maximize savings, minimize taxes, and ensure income throughout retirement. Whether you’re contributing to a 401(k), IRA, or need guidance on Social Security or pension options, we’ll create a plan to help you retire comfortably.
Risk is a part of life, but with proper insurance planning, it doesn’t have to derail your financial future. We help evaluate your life, disability, long-term care, and liability coverage to ensure your plan is protected. Our recommendations are always objective and based on what’s best for your financial situation.
Our strength lies in our integrated approach. With dual credentials as a financial planner and tax attorney, Lawrence Israeloff brings a unique perspective that blends wealth planning with deep knowledge of tax law. Every financial decision, from retirement contributions to wealth transfers, carries tax implications, and we build tax efficiency into every part of your financial strategy.
We also coordinate with your estate planning and business planning needs to ensure every aspect of your financial life is aligned. This level of coordination helps avoid costly oversights and positions you for long-term success.
We work with a wide range of clients, including:
Whether you’re just getting started with planning or reevaluating your current approach, we offer clarity, strategy, and personal attention every step of the way.
Based in Melville, NY, we proudly serve clients throughout Long Island, New York City, and the greater metropolitan area. Our local knowledge, combined with nationally recognized credentials, ensures your plan is customized, compliant, and crafted with care.
We stay current with industry standards and regulatory updates from organizations like the Certified Financial Planner Board of Standards, IRS, and FINRA, so you can rest assured your plan is built on solid ground.
The best time to start planning is now. At The Law Offices of Lawrence Israeloff, we take pride in helping our clients gain clarity and confidence in every financial decision. With personalized guidance and a fully integrated approach, we’ll help you make the most of what you’ve earned, and plan wisely for what’s ahead.
How to Avoid Common Estate Planning Mistakes That Could Cost Your Family
Asset Protection in Estate Planning: Secure Your Wealth with Expert Strategies
Securing Your Retirement: A Comprehensive Guide to Individual Retirement Accounts
© 2026 The Law Offices of Lawrence Israeloff, PLLC.
