Giving Back to the Community
The Quintessential Experience in Financial Services is hosting it's 2nd Annual 5k Run/Walk for Charity. We've partnered with Stony Brook Cancer Center to raise money for cancer care and research. Our goal is to raise $25,000.
Click this link to support our 5K Walk/Run for Charity
Client Centered
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. |