With more than 45 years of experience and a "soul" purpose to serve you with all your financial needs, we aim to stand out from the crowd of financial services firms. Based in Roslyn, New York, we serve clients in the greater New York City area, as well as across the country to California. As a virtual firm, we have the ability to work with clients in-person, via web-based meetings, and over the phone.
Let us serve as the quarterback of your team of professionals, simplifying the process and.. providing education and guidance for the long-term. Contact us