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Bussenger Financial Group
Bussenger Financial Group provides financial and retirement planning services, including investment advisory, income planning, advanced tax planning, wealth...
Bussenger Financial Group
Bussenger Financial Group provides financial and retirement planning services, including investment advisory, income planning, advanced tax planning, wealth management, and estate planning. The firm is led by founder Lisa Bussenger, who serves as a fiduciary to clients.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Deer Park
Corporate office
Deer Park, NY, United States
Principals
Joseph Bussenger
Investment Adviser Representative
Sector focus
Frequently asked questions
Does Bussenger Financial Group manage proprietary private funds?
Yes. The firm operates at least two proprietary private funds: Bussenger Real Estate Fund LP, which targets income-producing properties, and Bussenger Credit Fund LP, which originates private loans. These are structured as pooled vehicles available to qualified advisory clients.
Who makes investment decisions at Bussenger Financial Group?
Joseph Bussenger is the sole control person and investment adviser representative listed on the firm's regulatory filings. Investment decisions for both separately managed accounts and the proprietary private funds appear to route through him, with no other named portfolio managers on public record.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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