Premier Asset Solutions, Inc

Premier Asset Solutions, Inc

It is our pleasure to educate our clients so that they can effectively grow, manage, and protect their finances and enjoy life through holistic financial planning.

Here at Premier Asset Solutions, we bring financial clarity to our clients and help them figure out where they are now, where they want to go, and how to get there. We offer a variety of innovative financial services to help business owners at every stage of the business life cycle, taking into account their goals, values, and tolerance to risk. We also work with individuals and families to create

Operating as usual

Will millennials have enough money to retire? 07/05/2021

Will millennials have enough money to retire?

A more positive retirement outlook for millennials is here. Read on to learn more.

Will millennials have enough money to retire? Things are improving, but millennials still far behind earlier cohorts in saving for retirement

Americans have lost more than $1 trillion — yes, trillion — to old, forgotten 401(k) plans 07/04/2021

Americans have lost more than $1 trillion — yes, trillion — to old, forgotten 401(k) plans

Take this as a lesson to keep track of your 401(k) accounts as you change jobs throughout your career.

Americans have lost more than $1 trillion — yes, trillion — to old, forgotten 401(k) plans Make a 401(k) rollover a priority

New York Life climbs to No. 67 in 2021 Fortune 500. 07/03/2021

New York Life climbs to No. 67 in 2021 Fortune 500.

Click here to learn why New York Life rose six positions from last year to rank number 67 in the 2021 Fortune 500 list and included in the Fortune 100.

New York Life climbs to No. 67 in 2021 Fortune 500. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

7 Steps To Escape Your Business Slump And Prepare For The Rest Of The Year 07/03/2021

7 Steps To Escape Your Business Slump And Prepare For The Rest Of The Year

Business slump be gone. You may already be doing some of these steps but others may yield a light bulb moment.

7 Steps To Escape Your Business Slump And Prepare For The Rest Of The Year It’s been a tough year for many small product businesses. If you are wondering how to get focused and ready to move forward, then you are not alone. With the Christmas season rapidly approaching, and product businesses and retailers needing to prepare, it's time to put together a plan of action.

New York Life and Cigna Expand Eligibility for ‘Brave of Heart Fund’ Grants to Support Families of Healthcare Workers Who Lost Their Lives in the Fight Against COVID-19 . 07/01/2021

New York Life and Cigna Expand Eligibility for ‘Brave of Heart Fund’ Grants to Support Families of Healthcare Workers Who Lost Their Lives in the Fight Against COVID-19 .

While many states are easing their #COVID19 restrictions, for many, the effects of the pandemic will last a lifetime. That's why the #BraveofHeartFund is expanding eligibility requirements and extending its deadline through 2021. Learn more here.

New York Life and Cigna Expand Eligibility for ‘Brave of Heart Fund’ Grants to Support Families of Healthcare Workers Who Lost Their Lives in the Fight Against COVID-19 . New York Life and Cigna's Brave of Heart Fund now accept applications through December 31st, 2021 and offer grants to non-dependent children, parents, siblings and grandparents

New York Life and Cigna Expand Eligibility for ‘Brave of Heart Fund’ Grants to Support Families of Healthcare Workers Who Lost Their Lives in the Fight Against COVID-19 . 07/01/2021

New York Life and Cigna Expand Eligibility for ‘Brave of Heart Fund’ Grants to Support Families of Healthcare Workers Who Lost Their Lives in the Fight Against COVID-19 .

The #BraveofHeartFund has provided nearly 800 grants to more than 525 families since May 2020, but we're just getting started. Learn more about the Funds expanded eligibility requirements and extended application deadline here. #COVID19

New York Life and Cigna Expand Eligibility for ‘Brave of Heart Fund’ Grants to Support Families of Healthcare Workers Who Lost Their Lives in the Fight Against COVID-19 . New York Life and Cigna's Brave of Heart Fund now accept applications through December 31st, 2021 and offer grants to non-dependent children, parents, siblings and grandparents

The American Dream Secured With Life Insurance 06/30/2021

The American Dream Secured With Life Insurance

Read this article about the Tang Family, New York Life clients who helped their children stay financially afloat when the unexpected happened.

The American Dream Secured With Life Insurance May is Asian/Pacific American Heritage Month, a time when we celebrate AAPI voices and stories and highlight how they are woven into our national fabric and the success of our country. At Life Happens, we want to pay tribute to Steven and Ngoc Anh Tang, who knew that America held the dream for their...

Child Tax Credit Update: IRS Sending Letters to Families Who May Get Monthly Payments | Kiplinger 06/29/2021

Child Tax Credit Update: IRS Sending Letters to Families Who May Get Monthly Payments | Kiplinger

Read this update on the upcoming Child Tax Credit and who may qualify.

Child Tax Credit Update: IRS Sending Letters to Families Who May Get Monthly Payments | Kiplinger The IRS has identified over 36 million families that may qualify for monthly child tax credit payments of up to $300 per child. The payments will begin on July 15.

New York Life climbs to No. 67 in 2021 Fortune 500. 06/28/2021

New York Life climbs to No. 67 in 2021 Fortune 500.

New York Life is proud to have risen 6 spots to be #67 on the 2021 Fortune 500 list.

New York Life climbs to No. 67 in 2021 Fortune 500. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Council Post: Three Reasons Why Stuck Is A Great Place To Be 06/27/2021

Council Post: Three Reasons Why Stuck Is A Great Place To Be

Don't ignore that stuck feeling. Leaning into it will help you determine your next move. Read on to learn how.

Council Post: Three Reasons Why Stuck Is A Great Place To Be When you are standing at the base of the mountain you are about to climb, it can look daunting.

Timeline Photos 06/26/2021

What are some positive habits that help you excel in life?

What are some positive habits that help you excel in life?

Do you rent out a vacation home that your family uses from time to time? Read this before filing your taxes 06/26/2021

Do you rent out a vacation home that your family uses from time to time? Read this before filing your taxes

Vacation homes are great. Taxes are tricky. This helps.

Do you rent out a vacation home that your family uses from time to time? Read this before filing your taxes 'This vacation home tax stuff can get complicated.'

What The Covid-19 Retirement Rush Means To You, Social Security And Federal Spending 06/25/2021

What The Covid-19 Retirement Rush Means To You, Social Security And Federal Spending

The pandemic is causing more people to consider early retirement, potentially impacting Social Security, housing costs, and the job market.

What The Covid-19 Retirement Rush Means To You, Social Security And Federal Spending All the evidence isn’t in, but it’s clear that many Americans accelerated their retirement plans during the pandemic and the rush to retire probably isn’t over.

Council Post: Four Calls To Action To Support Employees’ Mental Health 06/25/2021

Council Post: Four Calls To Action To Support Employees’ Mental Health

Knowing which roles create the most stress and normalizing mental health discussions are two of the helpful tips here. Read on for more.

Council Post: Four Calls To Action To Support Employees’ Mental Health Making mental health an organizational priority by cultivating an inclusive culture is a critical step in ensuring that your workforce’s needs continue to be met.

06/25/2021

New York Life launches $1 billion impact investment initiative to address racial wealth gap. by Investing in Underserved and Undercapitalized Communities over Next Three Years.

In an effort to address the racial wealth gap, New York Life launches a $1 billion impact investment initiative aimed at helping underserved communities by providing support for small businesses, affordable housing, and community development.

New York Life launches $1 billion impact investment initiative to address racial wealth gap. by Investing in Underserved and Undercapitalized Communities over Next Three Years. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Life Insurance 101 - Everything You Need to Know | New York Life 06/25/2021

Life Insurance 101 - Everything You Need to Know | New York Life

There's a lot to know about life insurance, but you don't need to know it all to get started. Click the link to learn the basics and reach out to me to learn more. I'm here to help. #HelpProtectOurFamilies

Life Insurance 101 - Everything You Need to Know | New York Life Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

How To Maximize Efficiency In A Post Pandemic World 06/24/2021

How To Maximize Efficiency In A Post Pandemic World

Tools and tips are all in here for efficiency in a post-pandemic world.

How To Maximize Efficiency In A Post Pandemic World Companies are facing unique challenges as they recover from the global pandemic. To stay afloat, they need to maximize efficiency and cost-effectiveness. Here’s how.

How To Use Extra 529 Plan Money 06/24/2021

How To Use Extra 529 Plan Money

Do you know all the ways money from a 529 plan can be spent? Options include grad school, K-12 expenses, and even the possibility of transferring the funds to another family member.

How To Use Extra 529 Plan Money A 529 college savings plan is an investment account that allows families to save for a child’s education-related expenses tax free. States run these plans, and while you don’t have to use the one your home state offers, you may get extra tax breaks for doing so. If your child receives generous s...

Life Insurance 101 - Everything You Need to Know | New York Life 06/23/2021

Life Insurance 101 - Everything You Need to Know | New York Life

This past year has taught us a lot, but most importantly it taught us the value of family and peace of mind. Click here to learn why life insurance is an important part of your family's security and reach out if you have questions. #HelpProtectOurFamilies

Life Insurance 101 - Everything You Need to Know | New York Life Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

Mortgage protection—Utilize life insurance | New York Life 06/23/2021

Mortgage protection—Utilize life insurance | New York Life

Did you know life insurance can be used for more than just final expenses? Learn how you can utilize life insurance to help protect your mortgage. #HelpProtectOurFamilies

Mortgage protection—Utilize life insurance | New York Life Ensure your family's home security with life insurance for mortgage protection. Customize a solution that fits your needs with a New York Life agent today!

Should You Get a Roth or Traditional IRA? Here's How to Decide 06/23/2021

Should You Get a Roth or Traditional IRA? Here's How to Decide

Deciding which type of IRA account to open comes down to a few factors. And they're all here, read on to learn more.

Should You Get a Roth or Traditional IRA? Here's How to Decide The truth is that either account will help you get closer to retirement or financial independence. Here’s how to decide which one’s right for you.

Term Life Insurance Conversion - Upgrade Your Policy | New York Life 06/23/2021

Term Life Insurance Conversion - Upgrade Your Policy | New York Life

A great vacation can't last a lifetime. Great insurance can. Learn how easy it is to turn your short-term protection into a long-term solution.

Term Life Insurance Conversion - Upgrade Your Policy | New York Life Do you currently have a term life insurance policy from New York Life? Explore the various benefits of upgrading your term policy.

Term vs. Permanent Life Insurance | New York Life 06/23/2021

Term vs. Permanent Life Insurance | New York Life

After a year that challenged us on both the short and long-term level, perhaps now it's time to reevaluate your strategy for the future. Read about our short and long-term options and start preparing for what’s ahead.

Term vs. Permanent Life Insurance | New York Life Learn the differences between term and permanent life insurance and compare their unique benefits. New York Life can get you the right fit for the right situation.

Council Post: Subject Matter Expertise: Why It Matters In Your Business 06/22/2021

Council Post: Subject Matter Expertise: Why It Matters In Your Business

This guide can help you make the most of what you know (and supplement the things you don't) at each stage of your business.

Council Post: Subject Matter Expertise: Why It Matters In Your Business One of the most important ways you can continue to build your brand and maximize your business potential is through developing subject matter expertise.

Mortgage protection—Utilize life insurance | New York Life 06/22/2021

Mortgage protection—Utilize life insurance | New York Life

Looking to buy a new home? Big financial obligations often come with big financial risks—but only if you're not prepared. Learn how life insurance can help protect your mortgage and your family's financial security. #HelpProtectOurFamilies

Mortgage protection—Utilize life insurance | New York Life Ensure your family's home security with life insurance for mortgage protection. Customize a solution that fits your needs with a New York Life agent today!

Major life events that can affect your life insurance | New York Life 06/21/2021

Major life events that can affect your life insurance | New York Life

Congratulations to the couples saying, “I do!" This is a big life moment worth celebrating. It's also a big financial moment. When the last thank you note has been sent, I'll be here to help you prepare for the future.

Major life events that can affect your life insurance | New York Life Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

Retirement Planning Resources - Live The Life You Want | New York Life 06/20/2021

Retirement Planning Resources - Live The Life You Want | New York Life

When the work you're doing today leads to a healthy, active retirement, you'll be glad we took time to focus on your financial health. #MensHealthWeek

Retirement Planning Resources - Live The Life You Want | New York Life Learn how you can secure a long and comfortable retirement with help from New York Life. Browse our retirement planning resources and live the life you want!

Marriage and money—things to discuss before marriage | New York Life 06/19/2021

Marriage and money—things to discuss before marriage | New York Life

Your walk down the aisle is approaching. You're talking with caterers and checking on flowers and every last detail. But don't forget to make sure these financial details are set as well. I'm here to help.

Marriage and money—things to discuss before marriage | New York Life There are a lot of things to discuss before marriage, including your financial future. Learn from New York Life how you can prepare financially for marriage.

How Retired Singles Can Safely Travel While Saving Money | Kiplinger 06/19/2021

How Retired Singles Can Safely Travel While Saving Money | Kiplinger

From hub-and-spoke tours to asking for the single supplement to be waived, these tips will make solo travel accessible for retired singles.

How Retired Singles Can Safely Travel While Saving Money | Kiplinger Many older adults look forward to seeing the world once they retire. Here are some tips for those who are single and looking for adventure.

When Taking Social Security At 62 Is The Better Deal 06/19/2021

When Taking Social Security At 62 Is The Better Deal

As always, when you start taking Social Security depends on multiple factors.

When Taking Social Security At 62 Is The Better Deal There’s little question that taking Social Security at 62 is not always a good deal.

Life insurance for homeowners: Protecting your mortgage | New York Life 06/18/2021

Life insurance for homeowners: Protecting your mortgage | New York Life

It's finally time to return to all the projects we shelved a year ago—and start thinking up new ones. If mortgage protection falls into either of those buckets for you, give me a call and we'll get started.

Life insurance for homeowners: Protecting your mortgage | New York Life Learn the importance of assessing your life insurance value when buying a home. Discover how increasing your life insurance can help protect your family and home.

Mortgage Protection Insurance for Homebuyers | New York Life 06/17/2021

Mortgage Protection Insurance for Homebuyers | New York Life

We've spent a lot of time at home this year. Maybe so much so that you're ready to find a new place to hang your hat. If so, let's talk about the best way to prepare for your next move.

Mortgage Protection Insurance for Homebuyers | New York Life Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

Retirement Planning Resources - Live The Life You Want | New York Life 06/16/2021

Retirement Planning Resources - Live The Life You Want | New York Life

When the work you're doing today leads to a healthy, active retirement, you'll be glad we took time to focus on your financial health.

Retirement Planning Resources - Live The Life You Want | New York Life Learn how you can secure a long and comfortable retirement with help from New York Life. Browse our retirement planning resources and live the life you want!

Discussing finances with your family: Ideas and inspiration. | New York Life 06/16/2021

Discussing finances with your family: Ideas and inspiration. | New York Life

Now that you've planned the family cookouts, morning walks, and evenings around the campfire, you should use the time to catch up about life, goals, and the future. Not sure where to start? These questions can help.

Discussing finances with your family: Ideas and inspiration. | New York Life It's important to discuss key financial matters with your loved ones as soon as possible so everyone's informed about the key issues.

Premier Asset Solutions, Inc updated their information in their About section. 06/15/2021

Premier Asset Solutions, Inc updated their information in their About section.

Premier Asset Solutions, Inc updated their information in their About section.

Our Story

Here at Premier Asset Solutions, we bring financial clarity to our clients and help them figure out where they are now, where they want to go, and how to get there. We offer a variety of innovative financial services to help business owners at every stage of the business life cycle, taking into account their goals, values, and tolerance to risk. We also work with individuals and families to create and implement cutting-edge solutions aimed at growing, protecting, and conserving their wealth for generations to come.

Founder Daniel Capurso says of his team, “We strive to be relatable, transparent and genuine. We believe in paying it forward by helping our clients, community and peers achieve great things. This is what makes us different.”

Daniel C. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NY and NJ. No insurance business may be conducted outside these states referenced. Daniel C. Capurso, CLTC, Piero Silvestri, and Maria Ocampo are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of NY, NJ, and FL. No offers may be made or accepted from any resident outside the specific states referenced. Premier Asset Solutions, Inc. is not owned or operated by New York Life Insurance, NYLIFE Securities LLC, or its affiliates. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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Products

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions.

Address


576 Broad Hollow Rd
Melville, NY
11747

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Other Insurance Agents in Melville (show all)
Licensed Agent Licensed Agent
520 Broad Hollow Rd
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.

Jeff Mittelberg, Financial Services Professional with Nylife Securities LLC Jeff Mittelberg, Financial Services Professional with Nylife Securities LLC
520 Broad Hollow Road
Melville, 11747

Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Susan Davis MBA, Certified Financial Planner TM Susan Davis MBA, Certified Financial Planner TM
520 Broad Hollow Road
Melville, 11747

Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Kareem Abdelmagid, Licensed Agent with New York Life Kareem Abdelmagid, Licensed Agent with New York Life
1660 Walt Whitman Road
Melville, 11747

I am an Agent licensed to sell insurance through New York Life Insurance Company.

Christopher Miceli, Licensed Agent with New York Life Christopher Miceli, Licensed Agent with New York Life
520 Broad Hollow Rd
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.

Jaidi Angulo, Licensed Agent with New York Life Jaidi Angulo, Licensed Agent with New York Life
576 Broad Hollow Rd
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.

Coverage's Unlimited, Inc. Coverage's Unlimited, Inc.
20 Broadhollow Rd, Ste 1001A
Melville, 11747

Bonding & Insurance Specialists...

Waterview Business Partners Waterview Business Partners
201 Old Country Road Suite 204
Melville, 11747

The products are insurance and our focus is on Elder Care, Special needs and business issues. Because that is what we are living through ourselves.

Pritpal Singh Walia, Financial Professional Pritpal Singh Walia, Financial Professional
Melville, 11747

I can offer comprehensive financial strategies and/or focus on one specific area of need.

Sean Judge, Agent with New York Life Sean Judge, Agent with New York Life
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.

Jimmy Roselle, Licensed Agent with New York Life Jimmy Roselle, Licensed Agent with New York Life
576 Broad Hollow Road
Melville, 11747

Agent licensed to sell insurance through New York Life Insurance Company.

Samantha Lewis-Hue, Agent with New York Life Samantha Lewis-Hue, Agent with New York Life
Melville, 11747

I am an Agent licensed to sell insurance through New York Life Insurance Company.