Strategic Planning Associates

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Melville, NY
Strategic Planning Associates

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Strategic Planning is focused on helping you gain clarity around your values, vision and goals.

10/26/2026

Generational Wealth: Crafting a Legacy for Your Loved Ones

10/23/2026

Great food, exceptional w**e, breathtaking sunset views, and even better company. 🌅🍷

We were delighted to host a select group of clients for an intimate w**e and food pairing event. The evening brought together delicious cuisine, carefully curated w**es, and meaningful conversations in a beautiful setting.

We are grateful for the relationships we've built and always value opportunities to connect outside the office. Thank you to everyone who joined us and helped make the evening so special.

10/19/2026

Proactive Planning: Your Best Defense Against Life's Surprises

10/16/2026

Community impact deserves to be celebrated! 🎉 Recently, Nico attended a beautiful fundraiser honoring one of our clients for their dedication and contributions to the community. We are proud to support individuals who make a lasting difference and grateful to share in moments that recognize their incredible work.

10/15/2026

Help us wish Ponce a very Happy Birthday. Ponce we appreciate you and all you do. Hope you have a great day!

10/12/2026

We were honored to once again serve as the Title Sponsor of the St. Patrick's Golf Outing, marking our third consecutive year supporting this outstanding event. ☘️⛳

The outing brought together community members, supporters, and local businesses for a day of golf, camaraderie, and philanthropy. With three of our foursomes participating and a successful silent auction helping to raise funds, we were proud to support the important work of Huntington's St. Patrick's School.

Thank you to the organizers, volunteers, sponsors, and participants who made this event such a success. We are grateful to support an organization that continues to make a lasting difference in our community.

10/09/2026

Our Lead Advisor, Jenn, recently hosted Women Spilling the Tea at Bayard Cutting Arboretum, bringing together aspiring entrepreneurs and business professionals for an afternoon of connection and conversation. Guests enjoyed a walking tour of the stunning grounds followed by tea in the historic mansion, creating the perfect setting for meaningful conversations, new connections, and a little inspiration along the way.

10/06/2026

Help us wish JoAnn a very happy birthday and wishes for the best year yet!

09/15/2026

Where the Compass Points: JoAnn and her family recently took a trip to Hawaii taking in the sites, a bike ride, and some glorious sunsets. A well planned trip never disappoints.

Address

400 Broadhollow Road
Melville, NY
11747

Website

http://strategicplanningassociates.nm.com/

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