Our advisors are experienced professionals with a “hands on” approach to financial planning. In a business that is frequently unpredictable, we strive to establish lifetime relationships with our clients and be their most trusted advisor. Our mandate is to assist our clients in establishing and achieving their total financial objectives by applying a high degree of technical competence to a careful analysis of personal goals. If you have questions about your current financial situation, would like to request additional information, or to schedule an appointment, please send us an email or feel free to give us a call at (914) 997-9229.
