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Welcome to A&M Financial Services

Embrace the Journey to Financial Freedom with an True Fiduciary Partner

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A Partner To Make A Plan As Unique As You Are

With a proven track record of dependability and integrity, our team of true fiduciary advisors to our advisory clients are committed to guiding you through your financial journey, providing the knowledge and support you need for lasting independence. Our tailored financial strategies are designed to meet the unique needs of you and your family. We seek to be your trusted guide as we work together to enhance your financial future.

Our Solutions How Can We Help You?

Retirement

Plan for a confident future with our comprehensive retirement strategies.

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Taxes

Potentially mitigate your tax liability.

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Estate

Preserve and distribute  your assets efficiently through our strategic estate planning.

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Business Owners

Navigate the complexities of running a business with our specialized financial guidance.

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Insurance

Protect what matters most with our customized insurance solutions for individuals and businesses.

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Our Process

Pursue your financial goals through personalized strategies designed by our experienced planners.

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Meet Our Team

Dolores Mitchell

Dolores Mitchell

Owner, LPL Investment Advisor Representative

(516) 938-5616

Nicholas Agnone

Nicholas Agnone, CPA

Partner and LPL Investment Advisor Representative

(516) 938-5616

Peter Craig

Peter Craig

CERTIFIED FINANCIAL PLANNERâ„¢

(516) 938-5616

Who We Help
Explore the diverse range of clients we serve and the problems we solve through our comprehensive financial solutions.

Self-Employed Professionals

We offer personalized financial services to self-employed individuals, enabling them to maximize their financial planning.

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Business Owners

As professional advisors to business owners, we offer comprehensive guidance on managing cash flow, increasing profitability, and planning for succession.

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Pre-Retirees and Retirees

For pre-retirees and retirees, we specialize in creating retirement income strategies and managing investments.

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Medical Professionals

We cater to medical professionals by offering tailored retirement plans and professional guidance during their transition from W-2 earners to 1099, concentrating on tax benefits as they enter a stage of higher income.

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What Days Work Best For You?
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