MLA Financial Services

(516) 345-6100

Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem
Agent Photo

Life, Retirement, Annuities, Disability, 401K, College Savings, Auto, Home, Business


Thanks for visiting our Web site. Our site is where you can learn more about the insurance and investment services you may need. We provide the tools you need to learn about the different types of policies and their benefits, costs, and limitations.

We believe that the best way to help you obtain the right services – at the best possible price – is to help you understand what you need to know about financial services.

Have you ever been curious about what a homeowners’ policy covers? Or whether auto insurance protects the extras you added to your car, like a stereo and alloy wheels? Our Learning Center has answers to questions like these, but it also offers so much more.

Want to find out how long it will take you to pay off that new car you’ve had your eye on? Have you ever wondered how much house you can afford? Check out our Calculators.

Are you curious about whether your new diamond jewelry is covered under an existing policy? Or whether the stuff in your garage is covered if your hot water heater bursts? Check out the Articles.

What’s the difference between comprehensive and collision coverage? See the Glossary.

Once you have an idea of the type of policy you need, visit the Quote Center. We’ll ask you for some simple information and then get back to you with some policy recommendations.

We want your insurance to work hard for you and your family. Let us help you find the right protection while giving you the peace of mind that comes with knowing you are covered.

Thanks for visiting our site. We look forward to working with you.

Helpful Content

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow