CONNECT

Address:

1461 Franklin Avenue
Garden City, NY 11530

Phone:

516-747-5777

Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

  • Wealth Management
  • 401(k) Rollovers
  • Legacy & Estate Plan Strategies
  • Retirement & IRA Plan Design
  • Asset Allocation
  • College Funding Strategies
  • Business Investing

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck