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We've built our reputation by providing excellent service to thousands of individuals, business owners and professionals, and we believe that our continued success depends on our proven ability to provide practical, cost efficient, and customized solutions to our client's needs.

Once we have a clear understanding of where you are and where you want to be, we consult with select members of our team that include- attorneys, accountants, pension specialists and niche planners- to develop a coordinated plan designed to help you achieve your financial goals and objectives. When you approve our recommendations, we work in tandem with your other advisors to implement and monitor your plan.

Areas of Expertise:

  • Retirement Planning
  • Estate Planning Strategies
  • Investment Services
  • Insurance
  • Tax Strategies
  • Living Benefits of Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  631-582-6400