O'Brien Planning Group

Lighthouse Financial Network is a financial services company located in Melville, NY. We offer a wide range of financial services, including wealth management, financial planning, estate planning, business succession planning, business planning, retirement planning, compensation design, life insurance, disability income insurance, long-term care insurance, general securities, mutual funds, limited partnerships, customized financial and estate planning, private money management, individual asset management, and mutual fund wrap programs. We have a team of experienced professionals who can help you with all of your financial needs.

I’m Gregory Page-Romer. My commitment is to educate and empower you around your relationship to money so that you can build your wealth, create security for you and your family, and enable your dreams. There’s no single strategy that fits everyone, which is why every one of my clients gets my undivided attention - from planning to execution to follow-up. I’m committed to taking the time necessary to help you understand your finances in a better way and make choices to create the future you and your family deserve. And through my affiliation with Lighthouse Financial Network, I have a team of experts to back me in any financial arena where extra skills and resources would make a positive difference.

A Diligent Financial Planning Process Which Seeks Optimal Solutions. We bring the unique combination of working with you, your organization and your employees to help deliver Comprehensive Wealth Management and Retirement Plan Solutions. APS was founded in 1977 exclusively as a Third-Party Administrator (TPA). Today, APS Pension & Financial Services is an SEC Registered Investment Advisor with expertise in ERISA plan Management. We adhere to the SEC, FINRA, and the global fiduciary standards of the American Society of Pension Professionals & Actuaries (ASPPA). Our dedicated team has over 47 Years of wealth management and retirement plan compliance expertise.