Broker Check

Rapps Financial

Rapps Financial

Principal and Senior Financial Advisor

(516) 342-3756

Estate Planning Advisory Group is a boutique ensemble firm with two separate divisions.

Rapps Law Firm, PLLC provides legal services for all estate planning matters. Our areas of practice range from sophisticated high net-worth planning for families and businesses with complex income and estate tax concerns to elder law and Medicaid planning for individuals in need of long term care benefits and simultaneous asset protection. Additionally, we provide all other will, trust and estate services including probate and estate administration.

Michael Rapps, Principal of Rapps Financial, through his affiliation with HD Vest Advisors, provides a broad array of wealth management services. He can assist with retirement planning, asset management, portfolio analyses and business management. Additionally, through the HD Vest platform, he offers a wide range of investment products beyond stocks and bonds. His offerings include professionally managed portfolios, ETFs, lending products, and thousands of mutual funds including completely managed mutual fund portfolios.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.